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Edward Lewis

Agp Franklin, LLC
25 Years of Experience
Franklin, TN
3 DisclosuresSells Insurance
View SEC Summary
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Edward Lewis is a registered investment advisor at Agp Franklin, LLC, based in Franklin, TN, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 456 clients with $250M in assets under management.

Agp Franklin, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
456 clients
Average Client Portfolio
$542K average
Assets Under Management
$247.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Wealth management fees range up to 2.25% annually based on scope, complexity, and assets managed. Fees are negotiable at the firm's discretion and include certain custodial and administrative costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

725 Cool Springs Blvd., Suite 330, Franklin, TN, 37067

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010
Withdrawn
Customer Dispute
November 2007
Closed-No Action
Judgment / Lien
November 1996
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is a licensed insurance agent selling insurance products and implementing insurance recommendations. This activity requires minimal time.

Employment History
Current Registrations
Agp Franklin, LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Eudaimonia Partners, LLC
September 2020 - September 2024 · 4 yrs
Morgan Stanley
April 2011 - September 2020 · 9 yrs 5 mos
Morgan StanleyBroker
March 2011 - September 2020 · 9 yrs 6 mos
Morgan Keegan & Company, INC.
June 2004 - April 2011 · 6 yrs 10 mos
Morgan Keegan & Company, INC.Broker
June 2004 - April 2011 · 6 yrs 10 mos
Sws Financial ServicesBroker
March 2004 - June 2004 · 3 mos
Southwest Securities, INC.Broker
September 1994 - October 1995 · 1 yr 1 mo
First Commercial Investments, INC.Broker
March 1994 - September 1994 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1992 - April 1994 · 1 yr 10 mos
State Registrations2 states
TNTX
Advisor

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
No exam information available for this advisor.
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