Sabrina
Lowell
Fort Point Capital Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Sabrina Lowell is a certified financial planner who works in San Francisco, California with a total of 2 years of industry experience. Lowell is on the advisory team at Fort Point Capital Partners LLC. Their career trajectory has included roles at Mosaic Financial Partners, Inc, Fort Point Capital Partners LLC, Private Ocean and Second Summit Wealth Management, LLC. Lowell can serve investors in California and Texas. Fort Point Capital Partners LLC is a financial advisory firm operating out of San Francisco, CA. It has a total of 21 advisors. It controls $1 billion in assets under management across its 1,111 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,111 accounts, 80% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Fort Point Capital Partners LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Fort Point Capital Partners LLC can consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fort Point Capital Partners LLC Brokerage Details
$1,157,459,412
21
1,111
$1,041,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Sabrina Lowell Work History
Sabrina has been registered as a financial advisor for 2 years.*
Second Summit Wealth Management, LLC
Fort Point Capital Partners LLC
Private Ocean
Mosaic Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sabrina Lowell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
