Lewis Financial offers investment advice and management through its representatives, primarily to individuals and high-net-worth individuals. They provide advice on various investments like mutual funds and ETFs, tailored to each client's financial goals. Lewis Financial also offers financial planning services as part of their asset management program at no additional cost, covering areas like tax, retirement, and estate planning. Investment strategies are tailored to individual client needs.
Assets Under Management$130M
Clients255
Advisors3
Avg. per Client$530K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$15K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable. For accounts opened before 01/01/2019, the fee is 2.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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