Tristan Lewis is a registered investment advisor at Objective Capital Management, LLC, based in Juno Beach, FL, with 18 years of industry experience. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 271 clients with $300M 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 $2.0M | 1.50% |
| $2.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Advisory fee is negotiable depending on individual client circumstances. OCM may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
14255 US Hwy 1, Ste 215, Juno Beach, FL, 33408
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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
Tristan is a partner at Objective Capital Management, an unaffiliated RIA, and a member of the advisory board for Welded Tubes, Inc., which requires minimal time. He also executes futures/commodities through Interactive Brokers, potentially taking a few hours per week under the RIA.
Employment History
Current Registrations
Objective Capital Management, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bear, Stearns & CO. INC.
State Registrations3 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.