Ian Lewis
Ian Lewis is a registered investment advisor at Legacybridge Wealth Management, LLC, based in Savannah, GA, with 3 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5M+ | 0.65% |
These fees are what LegacyBridge receives when directing clients to Efficient Advisors. The client also pays 0.35% to Efficient Advisors, for a total fee of 1.15% or 1.00%.
Fee Estimator
Location
7393 Hodgson Memorial Dr, Suite 202, Savannah, GA, 31406
Get directionsHistory
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
Ian sells fixed annuities, insurance, long-term care (LTC), and disability insurance (DI) through various carriers, dedicating about a quarter of his time. He is also a principal in SouthEastern Elite Properties, LLC, a real estate investment company, and an agent with LegacyBridge Planning Solutions, LLC, an insurance agency.
Employment History
Current Registrations
Legacybridge Wealth Management, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.