Eric Lewis is a registered investment advisor at Advisor Alliance LLC, based in Shepherdstown, WV, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Advisor Alliance does not directly manage investments. They refer clients to United Capital Financial Advisers and Hoxton Planning & Management.
United Capital Financial Advisers charges up to 1.25% of your portfolio per year. Advisor Alliance receives 25% of this fee as a referral fee.
Hoxton Planning & Management charges the following annual fees:
- First $1,000,000: 1.25%
- $1,000,001 - $2,000,000: 1.00%
- $2,000,001 - $5,000,000: 0.75%
- Above $5,000,001: 0.50%
If you only want investment management and no financial planning, Hoxton Planning & Management waives the 1.25% fee on the first $1,000,000.
Location
120 N Princess St, Shepherdstown, WV, 25443
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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 Activities
Eric is a member/partner of a CPA firm, a member of LLCs involved in real estate development, and a board member of Jefferson Security Bank. He also owns a single-member LLC RIA, receiving all profits from it.
Employment History
Current Registrations
Advisor Alliance 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.