Lewis Capital Management (LCM) offers personalized investment advice and manages client portfolios on a discretionary basis. LCM tailors investment plans based on a client's financial objectives, risk tolerance, and personal circumstances. LCM primarily uses common stocks, securities with equity and debt characteristics, fixed income securities, exchange traded funds (ETFs), and money market funds.
Assets Under Management$180M
Clients83
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. LCM manages the accounts of Scott Lewis and his relatives at a reduced fee or without charge. LCM aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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