Imagine clear reporting where you can view all your assets on one page to ease your decision making and evaluation.

We do this as well as tie that picture to your longer-term goals.  Our reports answer the following three questions in a clear manner:

How did you get here?  We will clearly show performance of your assets and how Lowry Hill has been able to add value.

Where are you now?  We will illustrate the current make-up of your account and how it matches your short-term needs and long-term goals.

Where are you going?  We will take steps to revise any objectives in light of new personal circumstances and the action needed to achieve your goals.

Our fees are as simple as one, two, three – literally:

One  For your assets up to $10 million, you pay 1.0 percent annually.

Two  For incremental assets between $10 million and $25 million, you pay 0.6 percent annually.

Three  For incremental assets beyond $25 million, you pay 0.5 percent annually.