Geffrey Lewis
Geffrey Lewis is a registered investment advisor at Horter Investment Management, LLC, based in Atlantic Beach, FL, with 4 years of industry experience. Geffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.
Fee Estimator
Location
Atlantic Beach, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2001Criminal
April 1974Criminal
May 1972Other Business ActivitiesSells Insurance
Geff owns an insurance business called Geff Lewis since 2013, focusing on retirement income planning. This takes nearly a full-time commitment, with a significant portion during securities trading hours.
Employment History
Current Registrations
Horter Investment Management, LLC
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.
Exams
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