Tommy Lewis is a registered investment advisor at First Financial Group, based in Raleigh, NC, with 3 years of industry experience. Tommy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 378 clients with $320M 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 $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Sub-advisory fees may range up to an annual fee of 0.35% of assets under management.
Fee Estimator
Location
1100 Logger Ct, #B101, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
First Financial Group
State Registrations1 state
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