Lewis Asset Management provides investment advisory services, working with clients to identify their investment goals and risk tolerance. They create a portfolio allocation using individual stocks or bonds, exchange traded funds and no-load funds. Lewis Asset Management reviews and rebalances portfolios based on individual needs and goals. They seek to meet client investment objectives while providing personal advisory services.
Assets Under Management$390M
Clients282
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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