Lewis and Associates Capital Advisors offers investment advice and financial services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches. The firm focuses on helping clients develop and execute plans to build and preserve wealth through asset management services. They monitor accounts, trade as necessary, and communicate regularly with clients.
Assets Under Management$59M
Clients50
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3M+ | 0.95% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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