Jonas Carroll Lowery
Advisor at BCM Advisors, LLC — Lafayette, LA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
7 years
Location
Lafayette, LA 70503
BCM Advisors, LLC
Team
Total advisors
8Clients per advisor
50 TypicalAvg AUM per client
$1,445,042 HighHNW client ratio
42% HighJonas Lowery is a CFP® with six years of industry experience, currently serving as an advisor at BCM Advisors, LLC since 2019. Before joining BCM Advisors, he worked at Midsouth Bank from 2016 to 2019. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm implements asset-class, primarily indexed mutual fund and ETF strategies with daily monitoring and quarterly reviews.
Based on BCM Advisors, LLC
$0 - $2,000,000: 1.00% per year $2,000,001 - $5,000,000: 0.75% per year $5,000,001 - $10,000,000: 0.60% per year $10,000,000+: 0.50% per year
Account minimum: $250,000 Fee-only: Portfolio management fees paid quarterly based on net asset value; financial planning and wealth management services fees included in portfolio management fees; no other compensation received.
Lafayette, LA
1018 Harding Street, Suite 104
Lafayette LA 70505
Advisors at this office
8
Louisiana · Texas
7 years of industry experience
BCM ADVISORS, LLC (Formerly BILLEAUD CAPITAL MANAGEMENT, LLC)
2019 - Present • 7 years
Lafayette, LA
Midsouth Bank
2016 - 2019 • 3 years
Lafayette, LA
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