Matthew Lewis
Matthew Lewis is a registered investment advisor at Western Growers Financial Services, based in Irvine, CA, with 28 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 281 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Western Growers Financial Services charges an annual fee for investment management services based on a percentage of the assets invested. For accounts managed by third-party advisors, WGFS charges between 0.30% and 1.00% of the invested assets. For accounts managed directly by WGFS, the annual fee is up to 2.50% of the managed assets. The exact percentage is determined based on the size and complexity of the account and the client's needs. Fees are negotiable.
Location
6501 Irvine Center Drive Suite 100, Irvine, CA, 92618
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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
Matthew is the Director of Investments for Western Growers, a trade organization, providing investment functions and financial information. This takes about 10-20% of Matthew's time and represents 10% of his income.
Employment History
Current Registrations
Western Growers Financial Services
Western Growers Financial Services, INC.Broker
Previous Registrations
Sentra Securities CORP
Sentra Securities CorporationBroker
UBS Painewebber INC.Broker
State Registrations8 states
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