Lewis Advisory Group offers investment advice and portfolio management services tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management. They also offer advisory consulting services on topics like financial, estate, risk management, retirement, and tax planning. Fees are negotiable and can be hourly or fixed.
Assets Under Management$73M
Clients53
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$73M
Fee Structure
Lewis Advisory Group charges a negotiable annual fee, ranging from 0.10% to 2.25% of your portfolio. This fee is billed quarterly in advance. The fee is based on the market value of the assets they manage, including cash. The advisory fee is negotiable depending on your circumstances.
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