Lowry Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,098,110
Clients
31
Advisors
1
of 1 employees
About
Lowry Financial Services is a sole-proprietorship independent advisory firm that provides ongoing portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm produces written Investment Policy Statements for clients and also provides advice related to insurance products and annuities through the principal’s separate insurance licensing.
The firm documents client goals, time horizons, and risk tolerances, typically seeks discretionary trading authority, and implements a long-term trading approach using a mix of methods including charting, fundamental and technical analysis, quantitative techniques, and modern portfolio theory. Lowry Financial Services may allocate client assets to model portfolios made available via the SEI platform and directs clients to use SEI Private Trust as custodian for execution and account servicing.
Uncommon among independent advisors of its type, the firm explicitly serves pension/profit-sharing plans and charitable organizations and offers pension consulting services that can include creating written plan documents, recommending money managers and monitoring plan options. The principal’s outside activity as a licensed insurance agent who sells annuities and other insurance products is disclosed and documented as a potential conflict of interest and is addressed in client disclosures and files.
Client services
Expertise
Fee options
$0+: 1.50% annually (Portfolio Management) $0+: 0.50% annually (Pension Consulting)
Commissions received from sales of insurance and investment products; not primary source of compensation and fees are not reduced to offset commissions.
Main office
Tierra Verde FL
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · Texas
Also doing business as
Lowery, Daniel, Gerard · Lowry Financial Services · Lowry, Daniel, Gerard
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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