How does the advisor help clients – Key Takeaways:
Lewis-Berkeley Asset Management is a financial advisory firm that is dedicated to providing top-quality services to help clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, they offer a range of financial services to individuals, businesses, and institutions.
Facts and Insights
Here are some key facts and insights about Lewis-Berkeley Asset Management:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
Lewis-Berkeley Asset Management offers a wide range of financial services to cater to the individual needs of each client. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer strategies
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
Fees & Compensation
Lewis-Berkeley Asset Management has a transparent fee structure and operates on a fee-only basis. This means that their compensation is solely based on the services they provide to their clients and not on commissions or other incentives. Clients can expect to pay a percentage of their assets under management as a fee.
Background
Lewis-Berkeley Asset Management was founded in 2001 by John Lewis and David Berkeley. Both individuals have extensive backgrounds in finance and have built the firm based on their values of integrity, honesty, and personalized service. Today, the firm has grown to become a trusted advisor to many clients and has a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a financial advisor, it is important for Lewis-Berkeley Asset Management to maintain transparency with their clients. Here are some important disclosures for clients to be aware of:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
- There are no legal or disciplinary actions against the firm or its advisors.
- Clients may incur transaction fees or commissions on certain investments.
- The firm may have conflicts of interest, but they are required to disclose these to clients and act in their best interest.
Overall, Lewis-Berkeley Asset Management prides itself on providing quality financial advice to help clients achieve their financial goals. With their range of services, experienced team, and transparent practices, clients can trust that their financial needs are in good hands.