Andrew Lewis
Andrew Lewis is a registered investment advisor at The Lewis Financial Group, based in Ashburn, VA, with 33 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 210 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Lewis Financial Group's fees for investment and wealth management services are based on the amount of your portfolio. The maximum annual advisory fee is 1.5%. Fees are billed in advance each calendar quarter based on the market value of your portfolio on the last day of the previous calendar quarter. The Lewis Financial Group may negotiate a different fee rate for certain clients or specific client holdings.
Location
20755 Williamsport Place, Suite 140, Ashburn, VA, 20147
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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 →Other Business ActivitiesSells Insurance
Andrew is a manager of Genesis Partners, LLC, a real estate entity that owns the advisory practice's office space, dedicating minimal time to paying the mortgage and expenses. He also serves on the investment committee for the Community Foundation and works as an individual insurance agent for fixed insurance sales, both requiring minimal time.
Employment History
Current Registrations
The Lewis Financial Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wheat, First Securities, INC.Broker
NationssecuritiesBroker
Dean Witter Reynolds INC.Broker
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.