Karen Lewis is a registered investment advisor at The Lewis Financial Group, based in Ashburn, VA, with 32 years of industry experience. Karen 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2003Customer Dispute
August 2001Other Business Activities
Karen co-owns Genesis Private Wealth LLC dba The Lewis Financial Group with their spouse since September 2024. This investment-related activity takes nearly full-time hours, with a significant portion dedicated to trading as a fee-only RIA FA associate.
Employment History
Current Registrations
The Lewis Financial Group
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
First Union Brokerage Services, INC.Broker
Signet Financial Services,inc.Broker
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.