David Nettesheim is a registered investment advisor at Lewis Financial Management, LLC, based in Raleigh, NC, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 88 clients with $340M 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 $1.5M | 0.38% |
| $1.5M - $2.5M | 0.20% |
| $2.5M+ | 0.15% |
Applies to clients with a minimum of $2,000,000 in investable assets. Fees are billed quarterly in advance and frozen for the year based on the initial anniversary valuation. Minimum quarterly fee is $1,675.
Fee Estimator
Location
1611 East Millbrook Road, Raleigh, NC, 27609
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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 →Employment History
Current Registrations
Lewis Financial Management, 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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