JL
CFP · PFS
JL
CFP · PFS

Jerald Bradley Lewis

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
886 clients
Average Client Portfolio
$457K average
Assets Under Management
$404.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

315 S. Almon, Moscow, ID, 83843

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jerald is the treasurer of Pure Line Seeds, Inc, a finance committee member for Moscow Bear Boosters, Inc, a member of HRC Wealth Management, LLC and Hayden Ross Properties, LLC, and a managing partner at Hayden Ross, PLLC. These activities take up nearly full-time hours, with the majority of time spent managing Hayden Ross, PLLC.

Employment History
Current Registrations
Hrc Wealth Management, LLC
December 1999 - Present · 26 yrs 2 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.