Lowery Thomas offers investment advisory services to individuals, high net worth individuals, trusts, estates, and corporations. As a fiduciary, Lowery Thomas has a duty of loyalty, fairness, and good faith towards each client. Lowery Thomas provides customized investment advisory solutions through personal client contact, offering both discretionary and non-discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services are also offered as a component of wealth management services.
Fee Structure
Lowery Thomas offers wealth management services for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 1.50%, depending on the scope and complexity of services, the amount of assets managed, and the overall relationship with Lowery Thomas. Fees are paid quarterly.