Jeffrey Lewis
Jeffrey Lewis is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Los Angeles, CA, with 10 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 112 clients with $1.2B 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 | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $6.0M | 1.10% |
| $6.0M - $11.0M | 1.05% |
| $11.0M - $26.0M | 0.90% |
| $26.0M - $51.0M | 0.75% |
| $51M+ | 0.65% |
Rates shown apply to return-seeking and diversifying assets. Accounts between $1M and $5M also incur a 0.25% administrative and servicing charge on the first $3M of applicable assets. Accounts under $1M fall under an all-inclusive fee schedule.
Fee Estimator
Location
Los Angeles, CA
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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
Sanford C. Bernstein & CO., LLC
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Previous Registrations
Fisher Investments
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations14 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.
Exams
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