Geffrey Lewis
Geffrey Lewis is a registered investment advisor at Horter Investment Management, LLC, based in Atlantic Beach, FL, with 3 years of industry experience. Geffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,302,710 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horter Investment Management charges an annual advisory fee based on a percentage of the value of your investments, assessed quarterly. The maximum annual fee is 1.99%, which includes investment management, program administration, and financial professional compensation. Fees may be negotiable based on factors like client type and account size. Horter offers different portfolio management programs with varying fees. For retirement plan asset management using indexed funds, the fee is 0.50%. Non-discretionary accounts are charged 0.1% with a $50 minimum quarterly fee.
Location
Atlantic Beach, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2001Criminal
April 1974Criminal
May 1972Other Business ActivitiesSells Insurance
Geff owns an insurance business called Geff Lewis since 2013, focusing on retirement income planning. This takes nearly a full-time commitment, with a significant portion during securities trading hours.
Employment History
Current Registrations
Horter Investment Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.