Steve Lowe
Steve Lowe is a CFP-designated registered investment advisor at Freedom Financial Advisors, based in St. Thomas, VI, with 2 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Freedom Financial Advisors uses Digital Portfolio Strategies through Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, based on the aggregate balance of all of Freedom Financial Advisors' client accounts at Betterment. Freedom Financial Advisors' investment advisory fee is in addition to the Betterment for Advisors platform fee. For Third-Party Portfolio Strategies, Freedom Financial Advisors' standard annual investment advisory fee ranges from 0.50% to 1% of the market value of assets managed.
Location
St. Thomas, VI
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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
Steve is the founder of EstateShield VI, LLC, a technology firm, and a partner in Waterfront 72 Kronprindsens Gade, LLC, a real estate management company, dedicating a few hours per week and about 10-20% of his time, respectively. He is also an insurance agent in the US Virgin Islands, which is part of his financial planning business.
Employment History
Current Registrations
Freedom Financial Advisors
Previous Registrations
Org Partners
State Registrations2 states
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