David Nettesheim is a registered investment advisor at Lewis Financial Management, LLC, based in Raleigh, NC, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 128 clients with $430M 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 $1.5M | 0.38% |
| $1.5M - $2.5M | 0.20% |
| $2.5M+ | 0.15% |
The minimum quarterly fee is $1,675. Fees are for clients with a minimum of $2,000,000 of investable assets. Douglas J. Lewis and Linda P. Lewis are registered representatives of The Strategic Financial Alliance, Inc. and may receive commissions and 12b-1 fees, which are not offset against advisory fees.
Fee Estimator
Location
1611 East Millbrook Road, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lewis Financial Management, LLC
State Registrations1 state
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