John Lewis
John Lewis is a CFA-designated registered investment advisor at New Albany Capital Partners, LLC, based in Bluffton, SC, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $88M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Fees may be negotiated based on account size and complexity. Many clients are offered a flat rate of 1.00%.
Fee Estimator
Location
Bluffton, SC
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Regulatory History (1)
Regulatory
January 2026Other Business Activities
John volunteers as a member of the investment sub-committee of the finance committee of Berkely Hall Club, Inc., a non-profit organization. This investment-related activity requires minimal time and John receives no compensation.
Employment History
Current Registrations
New Albany Capital Partners, LLC
Previous Registrations
Redtree Investment Group
Sweetwater Asset Management LLC
Equity Capital Management
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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