Lewis Financial Management offers personalized financial planning services, including determining financial objectives, identifying financial problems, investment management, cash-flow planning, tax planning, insurance planning, retirement and financial independence planning, college education planning, and estate planning. They provide non-discretionary investment advice on various securities, with clients maintaining investment control. The firm's process involves an initial telephone conference, followed by an initial financial advisory consultation for an hourly fee, and comprehensive financial planning for a flat fee plus a percentage of 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.