Jerald Lewis is a CFP, PFS-designated registered investment advisor at Hrc Wealth Management, LLC, based in Moscow, ID, with 26 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 886 clients with $400M 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 | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
315 S. Almon, Moscow, ID, 83843
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
State Registrations1 state
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