Marcia Lewis
Marcia Lewis is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Louisville, KY, with 25 years of industry experience. Marcia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2650 Eastpoint Parkway, Suite 100, Louisville, KY, 40223
Get directionsHistory
Regulatory History (1)
Regulatory
October 2004Other Business Activities
Marcia is a Director Emeritus with Blue & Co., a CPA firm, dedicating minimal time to providing tax, consulting, and business valuation services. She also works full-time as a Member-Owner and Advisor with Green Street Capital, LLC, providing wealth management services.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Cssc Brokerage Services, INC.Broker
Mutual Service CorporationBroker
Cssc Investment Advisory Services, INC.
Fsc Securities CorporationBroker
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.