Lewis Wealth Management manages investment portfolios and provides ongoing financial planning. They work with clients to establish financial goals and create a personalized financial plan. Services include investment management, tax planning, retirement planning, risk management, budgeting, education planning, and estate planning. They also offer non-discretionary investment advisement for accounts held away.
Assets Under Management$42M
Clients97
Advisors1
Avg. per Client$440K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $1.0M | 1.00% |
| $1M+ | 0.50% |
For accounts under $200,000, there is a $900 minimum annual fee. The annual fee rate is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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