Joseph Mcdonough is a registered investment advisor at Lewis Asset Management, based in Lafayette, CA, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 282 clients with $390M 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 - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
985 Moraga Rd., Suite 207, Lafayette, CA, 94549
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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 →Employment History
Current Registrations
Lewis Asset Management
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
State Registrations1 state
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