Tommy Lewis is a ChFC-designated registered investment advisor at First Financial Group, based in Raleigh, NC, with 24 years of industry experience. Tommy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 378 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Sub-advisory fees may range up to an annual fee of 0.35% of assets under management.
Fee Estimator
Location
1100 Logger Ct, #B101, Raleigh, NC, 27609
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tommy owns First Financial Group, selling fixed insurance and securities, dedicating nearly full-time hours to it. He also works as a boat captain and sells merchandise/music for Island Hopper Charters, LLC, and is on the Board of Trustees for East Carolina University, and sells food supplements for AKEA LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
First Financial Group
Previous Registrations
Multi-Financial Securities Corporation
Ifg Advisory Services INC
State Registrations2 states
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.