Elisa Hasan is a registered investment advisor at The Lewis Financial Group, based in Ashburn, VA, with 2 years of industry experience. Elisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 210 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Lewis Financial Group's fees for investment and wealth management services are based on the amount of your portfolio. The maximum annual advisory fee is 1.5%. Fees are billed in advance each calendar quarter based on the market value of your portfolio on the last day of the previous calendar quarter. The Lewis Financial Group may negotiate a different fee rate for certain clients or specific client holdings.
Location
20755 Williamsport Place, Suite 140, Ashburn, VA, 20147
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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.
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Elisa is a notary public in Ashburn, VA, since June 2022. This activity requires minimal time.
Employment History
Current Registrations
The Lewis Financial Group
State Registrations1 state
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.