David Lewis is a registered investment advisor at Velbridge Wealth Advisors LLC, based in White Plains, NY, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees may be negotiable based on account size, anticipated future assets, complexity, and overall client relationship. Velbridge may impose a minimum annual fee for advisory services, determined on a client-by-client basis.
Fee Estimator
Location
White Plains, NY
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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
David is the owner of Mogul Protection Agency LLC, a private investigation and security firm, dedicating a few hours per week. He also serves as the Director of Registration for the Church of Scientology - CCNY, spending about 10-20% of his time educating church members.
Employment History
Current Registrations
Velbridge Wealth Advisors LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David Lerner Associates, INC.Broker
Allstate Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities LLCBroker
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.