Lewis Akers
Lewis Akers is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Asheville, NC, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
4 Vanderbilt Park Dr., Ste 310, Asheville, NC, 28803
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Lewis owns L. Daniel Akers, Jr., CPA, a non-investment related business that performs limited income tax preparation. He dedicates minimal time to this activity.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Altavista Wealth Management, INC.
Altavista Wealth Management, LLC
Samco Financial Services, INC.
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
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