Xavier Lewis is a registered investment advisor at Lotusgroup Advisors, based in Denver, CO, with 9 years of industry experience. Xavier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 186 clients with $290M 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 $1.0M | 1.75% |
| $1.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Schedule reflects Tactical Strategies. Global Rotation, Index, and Private Investment strategies have different rates on the first $1M (1.50%, 1.25%, and 1.75% respectively), dropping to 0.75% thereafter. Fees are negotiable.
Fee Estimator
Location
1005 S. Gaylord Street, Denver, CO, 80209
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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 →Other Business ActivitiesSells Insurance
Xavier is involved with MJB Financial Inc., Trilogy Financial Services (selling non-variable insurance), and Trilogy Capital, Inc. providing administrative support (full-time). Xavier also serves as Vice President of the Cherry Creek Young Professional Board, dedicating minimal time.
Employment History
Current Registrations
Lotusgroup Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLCBroker
Trilogy Capital, INC.
National Planning CorporationBroker
State Registrations6 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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