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Kyle Lewie

Optivise Advisory Services LLC
32 Years of Experience
Waco, TX
1 Disclosure
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Kyle Lewie is a registered investment advisor at Optivise Advisory Services LLC, based in Waco, TX, with 32 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M in assets under management.

Optivise Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,233 clients
Average Client Portfolio
$234K average
Assets Under Management
$287.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Waco, TX

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2015
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Optivise Advisory Services LLC
June 2019 - December 2020 · 1 yr 6 mos
Blue Duck Wealth Management
May 2017 - June 2019 · 2 yrs 1 mo
Cambridge Investment Research Advisors, INC.
September 2015 - October 2016 · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
August 2015 - October 2016 · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
August 2015 - August 2015 · 0 mos
LPL Financial LLCBroker
October 2012 - July 2015 · 2 yrs 9 mos
LPL Financial LLC
October 2012 - July 2015 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - October 2012 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - October 2012 · 4 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
UBS Financial Services INC.Broker
May 1997 - September 2006 · 9 yrs 4 mos
UBS Financial Services INC.
May 1997 - September 2006 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - May 1997 · 3 yrs 5 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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