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Lowell Fletcher

American Capital Management, INC.
24 Years of Experience
Columbus, OH
1 Disclosure
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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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 440 clients with $98M in assets under management.

American Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
440 clients
Average Client Portfolio
$222K average
Assets Under Management
$97.7M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Schedule reflects the Allocation Perspectives Portfolio. The Allocation Insights Portfolio has a separate fee schedule starting at 1.75% for accounts between $50,001 and $750,000 down to 1.00% for accounts over $2,000,001, plus a quarterly 0.035% asset fee. Third-party program fees range up to 2.6%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1900 Polaris Parkway, Columbus, OH, 43240

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2014
View Full SEC ReportHow to Read Disclosures
Other 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.
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Regulus Financial Group, LLCBroker
September 2023 - March 2024 · 6 mos
American Equity Investment CorporationBroker
February 2011 - September 2023 · 12 yrs 7 mos
Estate Planning Professionals
September 2010 - December 2014 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
December 2006 - September 2010 · 3 yrs 9 mos
Wells Fargo Advisors, LLCBroker
December 2006 - September 2010 · 3 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - December 2006 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - December 2006 · 4 yrs 11 mos
State Registrations1 state
OH
Advisor

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Exams
No exam information available for this advisor.
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