Lowell Road Asset Management (LRAM) offers investment management services, both with and without the authority to make trades without asking you first. LRAM determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. LRAM also holds seminars to educate the public on investments, but does not provide specific investment or tax advice during these seminars.
Assets Under Management$50M
Clients121
Advisors2
Avg. per Client$420K
Avg. per Advisor$25M
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% |
Annual fee may be 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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