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Akeem D Lewis

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1210 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.89%
$250K - $1000K0.89%
$1.0M - $3.0M0.79%
$3.0M - $5.0M0.69%
$5.0M - $10.0M0.59%
$10M+0.49%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

North Chesterfield, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
June 2024 - Present · 1 yr 8 mos
Empower Financial Services, INC.
February 2023 - Present · 3 yrs
Empower Financial Services, INC.Broker
February 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - September 2022 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - September 2022 · 1 mo
Wells Fargo Clearing Services, LLC
December 2019 - June 2022 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - June 2022 · 2 yrs 8 mos
State Registrations45 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Akeem D Lewis - Financial Advisor | TrueAdvisor