Kevin Lewis is a registered investment advisor at Lewis Wealth Management, LLC, based in Carmel, IN, with 11 years of industry experience. Kevin 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, Investment Management, and 2 more. Their firm serves 97 clients with $42M 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 $200K | 1.00% |
| $200K - $1.0M | 1.00% |
| $1M+ | 0.50% |
For accounts under $200,000, there is a $900 minimum annual fee. The annual fee rate is negotiable.
Fee Estimator
Location
1905 S. New Market Street, Suite #156, Carmel, IN, 46032
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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 Wealth Management, LLC
Previous Registrations
Teeple Wealth Management, LLC
State Registrations3 states
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.