Jeffrey Axt is a registered investment advisor at The Lewis Financial Group, based in Ashburn, VA, with 40 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 210 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
20755 Williamsport Place, Suite 140, Ashburn, VA, 20147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Lewis Financial Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Quick & Reilly, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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