Cody Lewis
Cody Lewis is a ChFC-designated registered investment advisor at Proactive Wealth Management, INC., based in Draper, UT, with 22 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 47 clients with $8.9M 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 $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
12525 S Fort Street, Draper, UT, 84020
Get directionsHistory
Regulatory History (3)
Financial
April 2020Financial
February 2020Financial
September 2017Other Business ActivitiesSells Insurance
Cody is associated with Proactive Wealth Concepts, Inc. since 2009, doing business as an insurance agency selling life, health, disability, and long-term care insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Proactive Wealth Management, INC.
Previous Registrations
Ars Investment Advisors, INC.
Allegis Investment Advisors, LLC
Retirement Wealth Advisors, INC.
Capital Asset Advisory Services, LLC
Capital Asset Advisory Services, LLC
Spc
New England Securities Corporation
Ameriprise Financial Services, 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.