Lewis Asset Management offers personalized investment management and standalone financial planning services. Lewis Asset Management works closely with clients to understand their financial goals, risk tolerance, and time horizon in order to build customized portfolios. Portfolios may include individual stocks or bonds, exchange-traded funds, and mutual funds. In addition to managing investments, Lewis Asset Management provides standalone financial planning covering retirement, education funding, debt management, and insurance analysis. Lewis Asset Management primarily serves individuals, high-net-worth individuals, and retirement plans, operating under a legally required standard to act in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $250K - $5.0M | 1.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable in certain circumstances. A $1,500 minimum annual household fee applies.