Nancy Lowrey is a registered investment advisor at Fsa Investment Group, LLC, based in Pensacola, FL, with 20 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Fees may be discounted or waived based on various criteria.
Fee Estimator
Location
212 South Alcaniz Street, Pensacola, FL, 32502
Get directionsHistory
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 Activities
Nancy is the owner of Sizemore Creek Beverage Company, a non-investment related beverage company, since 2009. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Fsa Investment Group, LLC
Previous Registrations
O'sullivan Creel Wealth Advisors, LLP
Investment Advisors Asset Management, LLC
Creative Resources Investment Advisors LLC
State Registrations1 state
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.