Heather Lewis is a CFA-designated registered investment advisor at Edward Jones, based in Sumner, WA, with 22 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
612 Harrison St Suite 200, Sumner, WA, 98390
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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
Heather is an owner of Bluewood Ski Resort in Dayton, WA since 2021. She dedicates a few hours per week to this business, but a general manager handles the day-to-day operations.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Russell Implementation Services INC. Part of Russell InvestmentsBroker
State Registrations17 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.
Exams
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