Anita Lewis is a registered investment advisor at Cary Street Partners, based in Fredericksburg, VA, with 28 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
250 Executive Center Parkway, Fredericksburg, VA, 22401
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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
Anita is the Manager/Member/President/CEO of Nitartshop, LLC, selling her original artwork, vintage and antique home décor and collectibles. This activity, which started in 2013, is not investment-related and takes minimal time.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
State Registrations1 state
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