Lewinter Wealth Advisors offers investment management services based on individual client goals and risk tolerance. They create an Investment Policy Statement to guide investment decisions. Lewinter Wealth Advisors also offers financial planning services covering cash flow, investments, insurance, taxes, retirement, college, and debt/credit planning. They may recommend third-party investment advisors.
Assets Under Management$160M
Clients85
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Lewinter Wealth Advisors charges an annual fee based on the value of your portfolio. The fee is no more than 0.85% per year. The exact fee is negotiable and depends on the size of your portfolio and the services you receive. The fee is calculated each quarter and charged at the end of the quarter.
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