James Lewers is a CFP, ChFC-designated registered investment advisor at Brick & Kyle Associates INC, based in Newtown, PA, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 331 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a per client basis.
Fee Estimator
Location
905 Mt. Eyre Rd., Newtown, PA, 18940
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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
James works as an investment advisor with Brick & Kyle Associates. This investment-related business takes nearly full-time hours.
Employment History
Current Registrations
Brick & Kyle Associates INC
Previous Registrations
Coastal Equities, INC.Broker
Moors & Cabot, INC.Broker
Moors & Cabot Financial Advisors, LLCBroker
Moors & Cabot, INC.Broker
Melhado, Flynn & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
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.