Roger Lewis
Roger Lewis is a registered investment advisor at Visionary Wealth Advisors, LLC, based in Edwardsville, IL, with 8 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,262 clients with $3.5B 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. Additional program or independent manager fees up to 0.50% may apply if using specific model portfolios.
Fee Estimator
Location
1254 University Drive, Suite 300, Edwardsville, IL, 62025
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2017Other Business ActivitiesSells Insurance
Roger may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
State Registrations1 state
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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