Justin Lowry is a registered investment advisor at Global Beta Advisors, based in West Chester, PA, with 2 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Global Beta Advisors uses the Artha platform, which charges a monthly fixed fee for access and use of model portfolios. The monthly fee varies based on the level of support provided, trading volume, and the cost of custodial, trade execution, and advisory services. Users also pay a performance fee based on the model portfolio's outperformance over its benchmark. Third-party models may also be available on the platform, with compensation arrangements negotiated with the manager.
Location
9 N. Five Points Road, Suite 4, West Chester, PA, 19380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Global Beta Advisors
State Registrations1 state
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