Lewis Lee is a registered investment advisor at Childress & CO LLC, based in Jackson, WY. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 19 clients with $120M 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 | 1.00% |
Fees are normally calculated at the end of each calendar quarter at 0.25% and billed in advance. Fees and account minimums may be negotiable. Certain family trust accounts pay a flat annual fee of $100.
Fee Estimator
Location
Jackson, WY
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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
Childress & CO LLC
State Registrations3 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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