Sabrina Lowell
Sabrina Lowell is a CFP-designated registered investment advisor at Second Summit Wealth Management, LLC, based in San Francisco, CA, with 19 years of industry experience. Sabrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 38 clients with $120M 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 - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Location
San Francisco, CA
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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 Activities
Sabrina owns a sole proprietorship providing life coaching services since 2017, dedicating minimal time. She is also a Nominating Committee Member at The Olympic Club and a Dean for the Financial Planning Association Residency program.
Employment History
Current Registrations
Second Summit Wealth Management, LLC
Previous Registrations
Fort Point Capital Partners LLC
Private Ocean
Mosaic Financial Partners, INC.
State Registrations1 state
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