Richard Lowrie
Richard Lowrie is a registered investment advisor at Park Edge Advisors, LLC, based in Cleveland, OH, with 33 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 328 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Qualified Clients will pay an annual fee of assets under management along with a performance fee based on capital appreciation in excess of a mutually agreed upon benchmark. To align its interests with clients, Park Edge discounts its 1.50% management fee by the same percentage as the performance fee and allows clients to select the combination that suits them.
Fee Estimator
Location
2360 W 11th St, Cleveland, OH, 44113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved with Put Growth First, a non-profit, and volunteers as a Strategic Outreach Coordinator at Institudo de Libertad Economica. He also works at Berson Sokol Agency, Inc., an insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
Park Edge Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Stratos Wealth Advisors LLC
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.