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Lewis Asset Management
SEC-regulated
Registered investment advisor
Lewis Asset Management, LLC, established in February 2007 by David W. Lewis, Jr., is a Registered Investment Advisor firm based in Lafayette, California. As a fiduciary, the firm acts in clients' best interests, offering customized investment advisory services such as portfolio management, asset allocation, security research, and portfolio rebalancing. The firm's investment strategies focus on long-term stability, avoiding market timing and high-frequency trading. Lewis Asset Management does not charge performance-based fees and serves individuals, high-net-worth individuals, and pension/profit sharing plans with no minimum account size requirement. The fee schedule is tiered based on assets under management, ranging from 2.00% for accounts up to $250,000 to negotiable rates for accounts over $5,000,001. The firm's custody services are held by a qualified custodian, and clients grant discretionary authority for transactions. Lewis Asset Management does not compensate for client referrals and maintains a Code of Ethics to ensure compliance and transparency. The firm's financial information shows no issues that could impact client service. For more details, visit www.lewisam.com or contact (925) 284-4033.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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