Carter Lewis
Carter Lewis is a registered investment advisor at Rwm Capital, LLC, based in Biloxi, MS, with 4 years of industry experience. Carter 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, Insurance Planning, and 3 more. Their firm serves 1,439 clients with $220M 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 | 1.90% |
The maximum annual advisory fee is 1.90% of assets under management, determined by the scope, complexity, amount of time, or expertise required. This fee includes compensation received by any sub-adviser.
Fee Estimator
Location
2555 Marshall Road, Suite C, Biloxi, MS, 39531
Get directionsHistory
Regulatory History (1)
Financial
February 2018Other Business ActivitiesSells Insurance
Carter is involved with Roberts Wealth Management, focusing on insurance-related activities since December 2014. This takes about half of his time.
Employment History
Current Registrations
Rwm Capital, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations5 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.