Lewis Caldwell Mitchell, Inc. provides financial planning and non-discretionary portfolio management services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Investment advice is tailored to individual client needs and objectives. The firm also offers pension consulting services to individuals, trusts, estates, and charitable organizations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Lewis Caldwell Mitchell, Inc. offers non-discretionary portfolio management services. The fee is $300 per hour, billed within three days of service and due within 15 days. The firm will warn the client if hourly fees may equate to 3.0% or more of a client’s assets under management and suggest adding assets or temporarily suspending services.
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