Lewis Bennett is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Punta Gorda, FL, with 27 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.
Location
252 W Marion Ave. Suite 200, Punta Gorda, FL, 33950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lewis is a managing member of LBENN LLC for asset protection, a partner in Hibiscus Property Group (real estate holdings), and a member of DLB North Port LLC and Solomon Montlimar Holdings, LLC (both real estate holdings). He is also an investor in Epic Golf Club, LLC.
Employment History
Current Registrations
Hightower Advisors, LLC
Previous Registrations
Landsberg Bennett Private Wealth Management
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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