Dorothy Lewis is a CFP-designated registered investment advisor at Financial Insights Wealth Management, based in Tacoma, WA, with 41 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, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 774 clients with $750M 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% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees may be negotiable. Lower fees may be charged for fixed income or cash portfolios. Non-profit organizations receive a discount rate of 0.50% for Simple IRAs, 403b plans, and endowments. Bridge Program is charged at a flat 0.25%.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Insights Wealth Management
Previous Registrations
Financial Insights INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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