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Lewis Nameth

Wells Fargo Advisors
18 Years of Experience
San Diego, CA
1 DisclosureBroker
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Lewis Nameth is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 18 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

4655 Executive Dr Ste 1000, [Sc-Rbo], San Diego, CA, 92121

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History

Regulatory History (1)
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Financial
July 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2017 - Present · 9 yrs 3 mos
Wells Fargo Advisors
June 2017 - Present · 9 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2014 - July 2017 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
June 2014 - July 2017 · 3 yrs 1 mo
Amerivest Investment Management, LLC
November 2011 - May 2014 · 2 yrs 6 mos
TD Ameritrade, INC.
November 2011 - May 2014 · 2 yrs 6 mos
TD Ameritrade, INC.Broker
November 2011 - May 2014 · 2 yrs 6 mos
Charles Schwab & CO., INC.
June 2008 - November 2011 · 3 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2008 - November 2011 · 3 yrs 5 mos
Morgan Stanley & CO., Incorporated
June 2007 - March 2008 · 9 mos
Morgan Stanley & CO., IncorporatedBroker
May 2007 - March 2008 · 10 mos
State Registrations5 states
CACOHINMOR
AdvisorBrokerBoth

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
No exam information available for this advisor.
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