How does the advisor help clients – Key Takeaways:
LEWIS ASSET MANAGEMENT is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides personalized and comprehensive solutions tailored to each client’s unique needs.
Facts and Insights
As a leading financial advisory firm, LEWIS ASSET MANAGEMENT has a wealth of knowledge and insights to share. Here are some key facts about the firm and its experience in the industry:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
At LEWIS ASSET MANAGEMENT, clients have access to a wide range of financial services to help them achieve their goals. Some of the services offered include:
- Investment management
- Estate planning and wealth transfer
- Retirement planning
- Tax planning and preparation
- Insurance planning
Client Types
LEWIS ASSET MANAGEMENT works with a diverse range of clients, including individuals, families, and businesses. The firm’s advisors have experience working with clients from all different backgrounds and are able to tailor their services to meet the specific needs of each client.
Fees & Compensation
The advisors at LEWIS ASSET MANAGEMENT are fee-based, meaning they charge a percentage of the client’s assets under management as their fee. This incentivizes the firm to help their clients grow their assets and keep their interests aligned with those of their clients. The firm’s fees are competitive and are fully disclosed upfront.
Background
LEWIS ASSET MANAGEMENT was founded 15 years ago with the goal of providing personalized and comprehensive financial services to clients. Since then, the firm has grown to manage over $500 million in assets and has established a strong reputation in the industry for its expertise and client-centric approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEWIS ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. The firm prides itself on its transparency and ensures that all disclosures are made to clients before any recommendations or transactions are made.
In conclusion, LEWIS ASSET MANAGEMENT is a trusted partner for individuals and businesses seeking financial guidance. With its experienced advisors, a range of services, and client-centric approach, the firm is well-equipped to help clients achieve their financial goals.