Advisor at Freedom Financial Advisors
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Location
St. Thomas, VI
Credentials
CFP®, Series 66
Industry experience
2 years
Steve Lowe is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Freedom Financial Advisors in St. Thomas, VI, and has prior work history including roles at Strategy Group VI, LLC and ORG Partners. Outside of his advisory role, he is the founder of EstateShield VI, a technology firm based in St. Thomas. Freedom Financial Advisors is a newly registered investment adviser that provides comprehensive financial planning, subscription-based plan implementation, and discretionary investment management. The firm serves individual clients such as professionals, business owners, and retirees, employing a value-based financial planning approach combined with portfolio construction grounded in Modern Portfolio Theory and digital portfolio strategies.
Based on Freedom Financial Advisors
Based on Freedom Financial Advisors
Flat fee for comprehensive financial plans ranging from $2,500 to $50,000.
$0+: Digital Portfolio Strategies wrap fee: 0.12% to 0.25% of account balances $0+: Third-Party Portfolio Strategies advisory fee: 0.15% to 0.75% of assets under management $0+: Third-Party Portfolio Strategies advisory fee (alternative range): 0.50% to 1.0% of assets under management
Insurance commissions received by licensed agents; Clients not obligated to purchase from affiliated agents.
Financial Plan Implementation service charged monthly between $200 and $2,500 based on complexity.
Minimum fee: Comprehensive financial plan fees range from $2,500 to $50,000 depending on complexity and scope. Fee-only: Comprehensive financial plan flat fees $2,500 - $50,000; Financial Plan Implementation subscription $200 - $2,500 per month.
St. Thomas, VI
Texas · Virgin Islands
Estateshield VI, LLC
2024 - Present (2 years)
ORG Partners
2023 - 2024 (1 year)
Strategy Group VI, LLC
2019 - 2023 (4 years)
Freedom Financial Advisors, LLC
2019 - Present (7 years)
Wealth Builders VI
2018 - 2019 (1 year)
International Capital & Mangement Company
2015 - 2018 (3 years)
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Accountant / CPA / tax prep
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Real estate agent
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