LEWIS JAMES FINANCIAL: A Trusted Financial Expert
LEWIS JAMES FINANCIAL is a leading financial advisor that has been providing expert financial solutions since 1998. With a team of experienced and knowledgeable advisors, they offer comprehensive financial planning services to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Expert financial planning and management
- Customized solutions based on individual needs and goals
- Focus on long-term financial success
- Investment management and portfolio diversification
- Retirement planning and wealth management
Facts and Insights
LEWIS JAMES FINANCIAL has a strong track record of providing sound financial advice and helping clients achieve their financial goals. Here are some key insights and facts about the company:
- Assets Under Management: $1.5 billion (as of 2021)
- Number of Advisors: 50+
- Time in Business: 23 years
| Year | Total Assets Under Management (in billions) |
|---|---|
| 2016 | $1.2 |
| 2017 | $1.3 |
| 2018 | $1.4 |
| 2019 | $1.5 |
| 2020 | $1.6 |
| 2021 (as of September) | $1.7 |
Financial Services Offered
LEWIS JAMES FINANCIAL offers a wide range of financial services that cater to the diverse needs of their clients. They provide expert guidance and solutions in the following areas:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business succession planning
Client Types
The team at LEWIS JAMES FINANCIAL serves a diverse client base that includes individuals, families, and businesses. They have the expertise and resources to meet the unique financial needs of various types of clients, including:
- High net worth individuals
- Retirees
- Small business owners
- Corporate executives
- Young professionals
Fees & Compensation
LEWIS JAMES FINANCIAL follows a transparent fee structure and does not receive any commissions or kickbacks from financial products. They believe in putting their clients’ interests first and strive to keep their fees competitive and fair. The fees charged by the company may vary based on the services availed by the client.
Background
The founder of LEWIS JAMES FINANCIAL, Lew James, has over 30 years of experience in the financial industry. He started the company with a goal to provide personalized and unbiased financial advice to clients. Today, the team at LEWIS JAMES FINANCIAL continues to uphold this vision and is dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEWIS JAMES FINANCIAL is committed to maintaining transparency and ethical practices. They provide investors with disclosure documents, which include details about their services, fees, and conflict of interest policies. It is crucial for clients to review these documents before availing their services.
In conclusion, LEWIS JAMES FINANCIAL is a trusted financial expert that offers comprehensive solutions to help clients achieve their financial goals. With over two decades of experience and a diverse range of services, they are a reliable partner for individuals and businesses seeking expert financial guidance.