Lowell Road Asset Management provides direct asset management services on both a discretionary and non-discretionary basis. Lowell Road Asset Management helps clients build and manage investment portfolios by determining individual investment goals, time horizons, objectives, and risk tolerance. The firm creates personalized investment strategies utilizing fundamental analysis, technical analysis, and cyclical analysis. Lowell Road Asset Management primarily serves individuals, high-net-worth individuals, and small businesses.
Assets Under Management$53M
Clients124
Advisors2
Avg. per Client$420K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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