About LEWIS CAPITAL MANAGEMENT
LEWIS CAPITAL MANAGEMENT is a well-established financial management firm that has been in business for over 20 years. The firm is dedicated to providing top-tier financial advisory services to its clients, helping them achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
LEWIS CAPITAL MANAGEMENT serves as a financial expert for its clients, providing them with personalized advice and guidance to help them make better financial decisions. The firm focuses on creating customized investment strategies that align with each client’s individual goals and risk tolerance. Additionally, the advisors at LEWIS CAPITAL MANAGEMENT regularly review and monitor their clients’ portfolios to ensure they are on track to achieve their financial objectives.
Facts and Insights
LEWIS CAPITAL MANAGEMENT believes in a transparent approach when it comes to their services. Here are some key facts and insights that give an overview of the firm’s performance and growth.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
This shows that LEWIS CAPITAL MANAGEMENT is an established firm with a significant amount of assets under its management. With a team of experienced advisors, the firm is well-equipped to handle a diverse range of financial needs.
Financial Services Offered
LEWIS CAPITAL MANAGEMENT offers a comprehensive range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm also provides specialized services such as risk management and college savings planning to cater to the specific needs of its clients.
Client Types
The advisors at LEWIS CAPITAL MANAGEMENT work with a wide range of clients, including high net worth individuals, families, and small business owners. The firm understands that each client has unique financial needs and tailors its services accordingly. Whether you are just starting to plan for your future or looking to grow your existing wealth, LEWIS CAPITAL MANAGEMENT can help.
Fees & Compensation
LEWIS CAPITAL MANAGEMENT believes in complete transparency when it comes to their fees and compensation structure. The firm charges a percentage of assets under management as a management fee, which varies based on the amount of assets and services provided. The firm does not receive any additional compensation, such as commissions or products, from third parties for their recommendations.
Background
LEWIS CAPITAL MANAGEMENT was founded by John Lewis, who has over 30 years of experience in the financial industry. He has assembled a team of highly qualified advisors, each with their own unique expertise and specialization. The firm takes a client-centered approach, always putting the needs and goals of its clients first.
Financial Advisor Disclosures to Know
It is essential for clients to be aware of any potential conflicts of interest that their financial advisor may have. Here are some key disclosures to know about LEWIS CAPITAL MANAGEMENT:
- The firm does not have any disclosures on their record from regulatory bodies such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).
- LEWIS CAPITAL MANAGEMENT is a fee-only firm, meaning they do not receive any commissions or compensation from third parties for their recommendations.
- The firm has a fiduciary duty to act in the best interest of its clients at all times. This means they must put their clients’ needs ahead of their own.
Overall, LEWIS CAPITAL MANAGEMENT is a trustworthy and reputable financial advisor that clients can rely on for personalized and transparent financial guidance. With a dedicated team of experienced advisors and a commitment to always putting clients first, the firm is well-equipped to help clients achieve their financial goals and secure their future.