Lowry Financial Advisors provides financial planning services tailored to individual needs. These services include wealth management advice on portfolio composition, retirement income planning, college planning, estate analysis, and insurance analysis. They work with clients to maintain their financial plans, taking into account changes in goals and life situations. Lowry Financial does not offer asset management services. If you choose to implement the plan with their advisors, they will receive commissions or other compensation in their capacity as Registered Representatives and/or Advisory Representatives of Commonwealth Financial Network.
Fee Structure
After creating a financial plan, Lowry Financial offers an ongoing advisory relationship to provide continued advice. This is offered on a retainer basis, with an annual retainer fee up to $10,000. This fee may be negotiable. You can choose to be invoiced or have the fee deducted from your investment account with Commonwealth.
Lowry Financial offers financial planning services on an hourly basis, not to exceed $450 per hour. They also offer wealth management advisory services on an hourly consulting fee at a rate not to exceed $450 per hour. In some cases, they may provide consulting services for an annual fee, which they will negotiate with you prior to the start of the project. If a fixed fee is negotiated, the typical fee will range from $500 to $20,000 in most cases.