Lowry Financial Services (LFS) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. LFS also offers consulting services to pension and employee benefit plans. LFS generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$28M
Clients30
Advisors1
Avg. per Client$930K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. LFS also offers pension consulting services for 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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