Ryan Lowe is a CFA-designated registered investment advisor at 15 Equity, based in Santa Barbara, CA, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 100 clients with $120M 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 | 2.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
10 East Yanonali Street, Suite 109, Santa Barbara, CA, 93101
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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.
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Ryan is a member of Montecito Venture Partners, LLC, an investment partnership, since 2004.
Employment History
Current Registrations
15 Equity
Previous Registrations
Lucia Capital Management
Lucia Capital Group
West Coast Asset Management,inc.
State Registrations2 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.