David Lewis is a registered investment advisor at High Top Growth Partners, based in Charlottesville, VA, with 4 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, Real Estate Investing, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
High Top Growth Partners offers ongoing investment advisory and financial planning engagements with regular check-ins. Fees for these ongoing services are billed monthly in arrears based on a negotiated hourly rate of $500 per hour or fixed project fees tailored to the scope and complexity of the client's situation.
- Hourly and initial consultations — $500 per hour for planning, advisory, and real estate consulting engagements
- Project-based planning — Fixed fees quoted based on clearly defined deliverables, ranging from single-hour sessions to comprehensive engagements (for example, a 20-hour engagement is billed at $10,000)
Location
603 Watson Avenue, Charlottesville, VA, 22901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
High Top Growth Partners
Previous Registrations
Kuleana Capital Management LLC
State Registrations1 state
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Exams
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