Services

MY COMPETITIVE ADVANTAGE

  1. Completely Independent
  2. Fee Only, Fiduciary Advice
  3. Client Cap Promise
  4. Money Back Service Satisfaction Guarantee

MY SERVICES

  1. Investment Management
  2. Tax Planning
  3. Retirement Planning
  4. Risk Management
  5. Budgeting & Cash Flow Analysis
  6. Education Planning
  7. Financial Plan Reporting

MY FEE SCHEDULE

Premium Concierge Services:
(Limited to 75 Clients)

The standard advisory fee is based on the market value of the assets under management (AUM) and is calculated as follows:

Account Value Annual Advisory Fee

$200,000 - $1,000,000 1.00%
$1,000,000 and Above 0.50%
The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart, and applying the fee to the account values as of December 31st of the previous year, resulting in a combined weighted fee.

MY TECHNOLOGY

Simplify your life. LWM organizes your finances with state of the art technology.

Note: As part of its duties as a Registered Investment Advisor with the state of Indiana, Lewis Wealth Management annually updates its ADV Part 2A (Firm Brochure) and makes it available to all clients. This document is available upon your request.

Download LWM Firm Brochure