Carter Lewis is a registered investment advisor at Rwm Capital, LLC, based in Biloxi, MS, with 3 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,510 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roberts Wealth Management manages your investments for a monthly fee based on the average daily balance of your account. The maximum annual fee is 1.90% of the value of your portfolio. This fee includes the compensation paid to the sub-advisor who helps with trading and back-office support. The fee is deducted from your account held at the custodian. Clients will receive statements from the custodian that provides details of the advisory fees.
Location
2555 Marshall Road, Suite C, Biloxi, MS, 39531
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Regulatory History (1)
Financial
February 2018Other Business ActivitiesSells Insurance
Carter is involved with Roberts Wealth Management, focusing on insurance-related activities since December 2014. This takes about half of his time.
Employment History
Current Registrations
Rwm Capital, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations5 states
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.