Scott Lewis is a CFA-designated registered investment advisor at Lewis Capital Management, based in Beverly Hills, CA, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $180M 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 - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. LCM manages the accounts of Scott Lewis and his relatives at a reduced fee or without charge. LCM aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints.
Fee Estimator
Location
9454 Wilshire Blvd., Suite M1, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lewis Capital Management
State Registrations1 state
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