Dorothy Lewis is a CFP-designated registered investment advisor at Financial Insights Wealth Management, based in Tacoma, WA, with 40 years of industry experience. Dorothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 839 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. A lower fee may be charged for a fixed income and/or cash portfolio. For non-profit organizations, Financial Insights offers a discount rate of 0.50% for Simple IRAs, 403b plans and endowments. For Held Away Accounts in which Financial Insights places trades on behalf of the Client, Financial Insights charges a fee of 0.50%.
Fee Estimator
Location
1551 Broadway, Suite 600, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Insights Wealth Management
Previous Registrations
Financial Insights INC
State Registrations2 states
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