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 Investment Management, Retirement Planning. Their firm serves 148 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LotusGroup Advisors charges a fee based on the amount of your investments and the investment strategy you choose.
For clients with less than $500,000, there is a flat annual fee of $10,000, charged quarterly. Once your investments exceed $500,000, you will be moved to a fee structure based on your investment strategy:
- Tactical Strategies: 1.75% annually on the first $1 million, 0.75% on amounts over $1 million.
- Global Rotation Strategies: 1.50% annually on the first $1 million, 0.75% on amounts over $1 million.
- Global Index Strategies: 1.25% annually on the first $1 million, 0.75% on amounts over $1 million.
- Black Label Services: 1.75% annually on the first $1 million, 0.75% on the next $1 to $20 million, 0.50% on amounts over $20 million.
- Private Only: 1.75% annually on the first $1 million, 0.75% on amounts over $1 million.
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.