Edward Lewis
Edward Lewis is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Phoenix, AZ, with 19 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B 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 | 1.00% |
Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.
Fee Estimator
Location
Phoenix, AZ
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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 ActivitiesSells Insurance
Edward provides business financial management consulting services through BeanstalkCFO Group and is an agent of insurance sales. He also serves as an advisory board member for a privately held business and co-manages Lewis Family Racing Stables, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Watts Gwilliam & Company, LLC
Clearview Wealth Management, LLC
State Registrations2 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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