Lewis Scruggs
Lewis Scruggs is a registered investment advisor at Lanier Financial Group LLC, based in Athens, GA, with 28 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 238 clients with $210M 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. Non-discretionary accounts are charged 0.5% of all assets.
Fee Estimator
Location
490 N. Milledge Avenue, Athens, GA, 30601
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
October 2023Customer Dispute
February 2011Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Lewis is a licensed independent insurance agent in Athens, GA, selling insurance products. He dedicates minimal time to this activity.
Employment History
Current Registrations
Lanier Financial Group LLC
Previous Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
New England SecuritiesBroker
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.