John Lewis is a CFA-designated registered investment advisor at New Albany Capital Partners, LLC, based in Bluffton, SC, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $76M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
All fees may be negotiated based upon the size and complexity of client accounts.
Fee Estimator
Location
Bluffton, SC
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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 Activities
John volunteers as a member of the investment sub-committee of the finance committee of Berkely Hall Club, Inc., a non-profit organization. This investment-related activity requires minimal time and John receives no compensation.
Employment History
Current Registrations
New Albany Capital Partners, LLC
Previous Registrations
Redtree Investment Group
Sweetwater Asset Management LLC
Equity Capital Management
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.