The Lewis Financial Group offers investment management, selection of independent managers, and financial planning to individuals, high net worth individuals, and businesses. They create customized investment plans based on clients' individual needs and goals. The firm manages portfolios on a discretionary and non-discretionary basis, allocating assets among individual securities, mutual funds, exchange-traded funds, and unit investment trusts.
Fee Structure
The Lewis Financial Group's fees for investment and wealth management services are based on the amount of your portfolio. The maximum annual advisory fee is 1.5%. Fees are billed in advance each calendar quarter based on the market value of your portfolio on the last day of the previous calendar quarter. The Lewis Financial Group may negotiate a different fee rate for certain clients or specific client holdings.