Kearsley Lewis is a registered investment advisor at Intellus Advisors, LLC, based in Naples, FL, with 30 years of industry experience. Kearsley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Insurance Planning, and 3 more. Their firm serves 1,032 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees may be adjusted higher or lower based on legacy arrangements, complexity of financial planning, specialized investment strategies, or affiliated account relationships.
Fee Estimator
Location
8625 Tamiami Trail N., Suite 301, Naples, FL, 34108
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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
Kearsley is the CEO and Managing Partner of Intellus Advisors, LLC, a Registered Investment Advisor, and spends nearly full-time providing financial advice, planning, and investment management. He also owns Bifrost Mgmt, LLC and spends a few hours per week providing management services and corporate oversight of Intellus, and has passive investments in Barton Mines Corporation, Inc and several FarmTogether LLCs.
Employment History
Current Registrations
Intellus Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
MML Investors Services, INC.Broker
State Registrations1 state
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