Lowry Financial Services

Table of Fees for Services

Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Lowry Financial Services advisory services and fees. Fees are negotiable. The fees below will only apply to you when you request the services listed.

Fees Charged by
Investment Adviser
Fee Amount Frequency Fee is
Assets Under Management Fee 1.5 Monthly or Quarterly in arrears Portfolio selection and monitoring
Hourly Fee n/a n/a n/a
Subscription Fee n/a n/a n/a
Fixed Fee n/a n/a n/a
Commissions to the Adviser n/a n/a n/a
Performance-based Fee n/a n/a n/a
Other: Selection of Other
Adviser Fees
n/a n/a n/a
Fees Charged by Third Parties Fee Amount Frequency Fee is Charged Services
Third Party Money Manager n/a n/a n/a
Robo-Adviser Fee n/a n/a n/a
Talk with your Adviser about fees and costs applicable to you
Additional fees and costs to discuss with your Adviser
Additional Fees/Cost Yes/No Paid To
Brokerage Fees No n/a
Commissions No n/a
Custodian Fees No n/a
Mark-ups No n/a
Mutual Fund/ETF
Fees and Expenses
No n/a

Effective 01/01/2024

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