Abigail Lowell
Abigail Lowell is a registered investment advisor at Gallugi Wealth Management, LLC, based in North Reading, MA, with 9 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 117 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallugi Wealth Management's investment advisory fees range from 0.25% to 1.25% annually, depending on the size and complexity of your relationship with them. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities are charged a higher fee. Fees are paid quarterly, in advance.
Location
352 Park Street, West 206, North Reading, MA, 01864
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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 ActivitiesSells Insurance
Abigail is a licensed insurance professional, dedicating minimal time to this activity. She also provides tax and accounting services through Michael J. Gallugi CPA, taking up nearly full-time.
Employment History
Current Registrations
Gallugi Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
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.