Steven H. Lewis P.C. refers clients to other financial advisors and shares in the management fees those advisors charge. The firm works with individuals, high net worth individuals, pension and profit-sharing plans, and trusts. Steven H. Lewis P.C. does not sell any commissioned products. Other professionals, like lawyers and accountants, are engaged directly by the client as needed.
Fee Structure
Steven H. Lewis P.C. does not directly manage client investments. Instead, the firm refers clients to independent investment advisors. Clients pay these advisors an annual management fee, typically ranging from 0.50% to 1.25%, paid quarterly in advance. Steven H. Lewis P.C. receives a portion of this fee from the advisor, depending on the account type and the agreement with the advisor. These fees are not negotiable.