Paul Lewis
Paul Lewis is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Champaign, IL, with 43 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
2506 Galen Drive, Suite 104, Champaign, IL, 61821
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Paul sells fixed insurance products and dedicates minimal time to this activity. He also owns Iron Bull Tax Pros, LLC, providing tax planning and return preparation services, which takes a few hours per week.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Research Financial Strategies
Purshe Kaplan Sterling InvestmentsBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Pw Securities, INC.Broker
State Registrations1 state
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.