Sabina Lewis is a CFP-designated registered investment advisor at Avant-Garde Wealth, based in Smiths Grove, KY, with 8 years of industry experience. Sabina 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, High Net Worth, and 4 more. Their firm serves 11 clients with $2M 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 $500K | 0.95% |
| $500K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
Smiths Grove, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Avant-Garde Wealth
Previous Registrations
Journey Financial Management, LLC
State Registrations3 states
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