Andrew Lewis
Andrew Lewis is a registered investment advisor at Encompass More Asset Management LLC, based in Newport Beach, CA, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,008 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of the average daily balance, never to exceed 2%, and are negotiable at the firm's discretion. Selected investment models typically incur additional management fees ranging from 0.25% to 1.00% for third-party sub-advisers or up to 0.70% for proprietary models.
Fee Estimator
Location
Newport Beach, CA
Get directionsHistory
Regulatory History (1)
Criminal
February 2013Other Business ActivitiesSells Insurance
Andrew is an Area Vice President at Appreciation Financial, focusing on insurance, life, and annuity products, dedicating about half his time. He also works as an independent contractor for ERC Specialists, LLC, a specialty payroll company, spending a few hours per week assisting businesses with Employee Retention Credit qualification.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Verity Asset Management
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.
Exams
More Advisors
- Michael Hu, CFPSeia
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC
- Yachen Sun, CFPWells Fargo Advisors
- Mark Mowrey, CFASignature Resources Capital Management, LLC
- Scott Mcewan, CFPMorgan Stanley