Lowell Fletcher is a registered investment advisor at American Capital Management, INC., based in Columbus, OH, with 24 years of industry experience. Lowell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 440 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Capital Management offers two in-house portfolio management programs:
- Allocation Perspectives Portfolio: Invests primarily in no-transaction-fee mutual funds, with secondary investments in exchange-traded funds and individual stocks. Transaction fees may apply.
- Allocation Insights Portfolio: Offers nine different model portfolios based on your risk tolerance. Charles Schwab charges an additional asset fee of 0.0625% each quarter.
Fees are based on a percentage of the account value and are deducted monthly. Fees may be negotiable. They also utilize third-party money managers, where fees vary depending on the advisor and program selected.
Location
1900 Polaris Parkway, Columbus, OH, 43240
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Regulatory History (1)
Employment Separation After Allegations
December 2014Other Business Activities
Lowell is an investment advisor representative with American Capital Management. This is investment related and takes nearly all of Lowell's time.
Employment History
Current Registrations
American Capital Management, INC.
Previous Registrations
Regulus Financial Group, LLCBroker
American Equity Investment CorporationBroker
Estate Planning Professionals
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.