Clark Lewis offers financial planning and investment management services, working with clients to develop and implement financial plans. They monitor the plan, recommend changes, and ensure it stays up-to-date. Clark Lewis also manages investment portfolios based on individual client needs and goals. They use sub-advisors (TAMPs) for portfolio management services, assisting clients in selecting an appropriate allocation model and reviewing the sub-advisor.
Fee Structure
Clark Lewis offers ongoing financial planning and investment management services for a monthly fee, currently capped between $187.50 and $312.50 per month ($2,250 to $3,750 per year). The fee may be negotiable. The goal is to provide clients a greater opportunity to compound wealth. The firm only bills on the first $187,272 (in 2023) at 1.25%.