Treg Lewis is a registered investment advisor at Dopkins Wealth Management, LLC, based in Williamsville, NY, with 1 years of industry experience. Treg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 312 clients with $720M 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 | 1.50% |
Fees typically range from 0.50% to 1.50% per year depending on the size and complexity of the client’s accounts as well as services required. Accounts exceeding $2 million may be subject to lower negotiated fees.
Fee Estimator
Location
200 International Drive, Williamsville, NY, 14221
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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.
Learn about disclosures →Other Business Activities
Treg is a member of Lewis Family Partnership, though not active, since 2007. He also owns Loon Woods, LLC, doing woodworking, and works as a consultant/project manager for Relco Systems, Inc., dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Dopkins Wealth Management, LLC
State Registrations1 state
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