Lewis Christman is a CFP-designated registered investment advisor at Christman Financial Advisors LLC, based in Macungie, PA, with 17 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more. Their firm serves 84 clients with $36M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable at the advisor's discretion.
Fee Estimator
Contact
Lewis Christman
Location
Macungie, PA
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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
Lewis owns a rental property in Royersford, PA, and spends minimal time collecting rents and performing maintenance. This activity is not investment-related.
Employment History
Current Registrations
Christman Financial Advisors LLC
State Registrations2 states
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