Stephanie Bosserman is a CFA-designated registered investment advisor at Hunter Lewis LLC, based in Crozet, VA, with 5 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hunter Lewis LLC charges a fixed dollar fee for their services, set on a client-by-client basis. This fee has never exceeded 0.4% of initial or subsequently contributed investment capital. The firm aims for all client investment costs, including their fee, to be less than 1% of the client's investable assets. Discounted fees may apply to the company founder, related foundations, employees, and those with personal relationships with the founder.
Location
4503 Mount Air Farm, Crozet, VA, 22932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Since 2012, Stephanie has provided family office investment administration and supervisory services through her company, Main Pier LLC. This takes about a quarter of Stephanie's time.
Employment History
Current Registrations
Hunter Lewis LLC
State Registrations2 states
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