Jeffrey Lewis
Jeffrey Lewis is a registered investment advisor at Asset Growth Associates Wealth Advisors, based in Beaumont, TX, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 90 clients with $8.4M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. AGAWA may direct clients to PVG Asset Management Corporation. In this case, AGAWA's fee is 0.70% and PVG's fee is 0.30%, totaling 1.00%.
Fee Estimator
Location
1391 Calder Avenue, Beaumont, TX, 77701
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
Jeffrey is an agent for Physician's Mutual Insurance Company, offering Medicare supplement, health, fixed annuities, and life insurance products. He receives commissions and renewals on a per-application basis.
Employment History
Current Registrations
Asset Growth Associates Wealth Advisors
Previous Registrations
Asset Growth Associates Wealth Advisors
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.