David Lewis is a CFA, CFP-designated registered investment advisor at Montlake Capital Management, LLC, based in Austin, TX, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable and may vary based on the amount of assets under management and the scope and complexity of services rendered. Minimum annual fee of $10,000.
Fee Estimator
Location
Austin, TX
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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 Activities
David is a director of the CFA Society of Dallas/Ft. Worth and serves on two advocacy councils of the CFA Institute. He dedicates minimal time to these volunteer activities.
Employment History
Current Registrations
Montlake Capital Management, LLC
Previous Registrations
Fcm Investments
State Registrations1 state
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