Linda Lewis is a registered investment advisor at The Strategic Financial Alliance, based in Raleigh, NC, with 30 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M 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 | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
1611 East Millbrook Road, Raleigh, NC, 27609
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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
Linda is a partner at Lewis Financial Management, LLC, a registered investment advisor, dedicating nearly full-time hours to client services and administrative functions. She also hosts a radio show called "Money Matters with the Lewis Family", spending a few hours per week answering listener questions about financial topics.
Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
Lewis Financial Management, LLC
Previous Registrations
H. Beck, INC.Broker
State Registrations23 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
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