Lewis Capital Management (LCM) offers portfolio management with a focus on minimizing taxes and expenses. Services include diversifying stocks and bonds, considering tax implications before trades, and financial planning to meet cash flow needs while preserving principal. LCM considers a client's tolerance for volatility and emotional mindset, and strives to accommodate requests for excluding specific securities.
Assets Under Management$130M
Clients70
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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