Robert Lewis is a registered investment advisor at Nepsis, INC., based in Minneapolis, MN, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nepsis, Inc. manages investments through a wrap fee program. The maximum annual fee is 2.50% of your portfolio's value, but this fee is negotiable. In addition to the management fee, there is an asset-based pricing fee that covers the cost of security purchases and sales:
- First $75,000 — 0.20% of your portfolio per year
- $75,001 to $2,000,000 — 0.12% of your portfolio per year
- Over $2,000,001 — 0.08% of your portfolio per year
There is also a quarterly performance reporting/account maintenance fee of $21.25 per account.
Location
Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2012Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Robert receives residual insurance renewal commissions since 1998. This activity requires minimal time.
Employment History
Current Registrations
Nepsis, INC.
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Hartford Equity Sales Company INC.Broker
Raymond James Financial Services, INC.Broker
Investment Management & Research, INCBroker
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.