Karen Lewis is a registered investment advisor at The Lewis Financial Group, based in Ashburn, VA, with 33 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 8 more. Their firm serves 308 clients with $480M 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 | 1.50% |
Maximum annual advisory fee for the wrap fee program is 1.50%. Program fees through Adhesion are up to 1.75%. Programs through Wells Fargo Advisors range from 1.25% to 1.75% depending on the program. Fees are negotiable.
Fee Estimator
Location
20755 Williamsport Place, Suite 140, Ashburn, VA, 20147
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2003Customer Dispute
August 2001Other Business Activities
Karen co-owns Genesis Private Wealth LLC dba The Lewis Financial Group with their spouse since September 2024. This investment-related activity takes nearly full-time hours, with a significant portion dedicated to trading as a fee-only RIA FA associate.
Employment History
Current Registrations
The Lewis Financial Group
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Signet Financial Services,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.
Exams
More Advisors
- Christina Fransckiewich, CFPThe Lewis Financial Group
- Melissa Sotudeh, CFPMai Capital Management, LLC
- Austin Pfeiffer, CFPStrategic Advisers LLC
- Travis Johnson, CFPGenerational Private Wealth
- Jitin Singhal, CFAE J Financial CORP.
- Anne Byerly, CFPStrategic Advisers LLC