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About this Advisor
Lowell Parker, a certified financial planner (CFP) born and raised in Washington State, graduated from the University of Washington with a bachelor’s degree in economics. He is currently a wealth advisor at Merriman, a firm based in the Pacific Northwest with offices in Washington and Oregon. Parker's practice focuses on retirement income and goal-based planning for successful physicians and their families. In addition, he specializes in serving business owners and retirees. Parker requires his clients to have at least $1 million in investable assets. He primarily works with investors in Eugene, Oregon, Spokane, Washington and Seattle. Parker communicates with his clients on a monthly basis. Parker's firm is a fee-only registered investment advisor that charges clients based on assets under management. The firm charges a 1% fee on accounts with up to $1 million, a 0.8% fee on accounts with between $1 million and $3 million, a 0.6% fee on accounts with between $3 million and $5 million and a 0.4% fee on accounts with more than $5 million. Parker says that the most common mistake he sees investors making is lacking an integrated wealth management plan. He says that his firm's advanced planning process integrates an understanding of how to drive returns and control risk into comprehensive wealth management plans that include tax strategy, estate planning and insurance planning. He manages risk in his client portfolios through high-quality fixed income and mechanical trend following systems. In his spare time, Parker enjoys reading, playing the guitar, running and spending time with his wife, two children and friends.
Certifications and Registrations
Years of Experience
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Advisor Certifications and Licenses
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Investment Advisory Services
- Lifestyle Maintenance
- Wealth Management
- Investment Planning
Lowell Parker Work History
Lowell has 10 years of experience.
Lowell Parker has no disclosures.
Please visit their SEC profile for more details.