Lewis Partridge is a registered investment advisor at Mariner Wealth, based in Benton, AR, with 29 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
147 S. Market Street, Benton, AR, 72015
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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 Activities
Lewis is a 50/50 partner in JW Downtown Partners, LLC, which owns a building in Benton, Arkansas and rents space to attorneys. This activity is not investment-related.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Lexaurum Advisors
Veritas Independent Partners, LLCBroker
Sowell Management
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Investment Professionals, INC.Broker
Investment Professionals, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Edward JonesBroker
Dean Witter Reynolds INC.Broker
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.