RD Lewis Wealth Management offers investment management tailored to your goals and risk tolerance, primarily using mutual funds and ETFs. They also provide financial planning services covering investment, retirement, education, and insurance needs. RD Lewis acts as a fiduciary, committed to acting in your best interest and mitigating conflicts of interest. Clients are not obligated to implement any recommendations.
Fee Structure
RD Lewis Wealth Management charges a percentage of your portfolio's value each quarter. The specific percentage depends on the size and complexity of your account, with higher fees for relationships with multiple investment objectives or frequent rebalancing needs. Some legacy clients may have different fee arrangements. These fees do not include brokerage, custody, or other related expenses.