Rd Lewis Wealth Management

RD Lewis Wealth Management, operating as RD Lewis Holdings, Inc., is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) since its establishment in July 2010. The firm specializes in providing investment management services to individuals, high net worth individuals, families, trusts, and estates. As a fiduciary, RD Lewis upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate conflicts of interest. The firm's investment strategy emphasizes a long-term horizon, recommending allocation among mutual funds and exchange-traded funds based on client objectives, risk tolerance, and time horizon. For investment management services, fees are up to 1.20% quarterly, prorated in the first quarter. Financial planning services are offered at an hourly rate ranging from $125 to $250. RD Lewis does not charge performance-based fees and does not receive compensation for securities transactions. The firm exercises investment discretion, with clients having the option to set limitations. RD Lewis does not accept proxy-voting responsibility and does not engage in soft dollar programs. The firm's Chief Compliance Officer is Morgan Lewis, and the President is Delcena D. Lewis. Delcena D. Lewis, with a background in mathematics and business administration, serves as the primary Investment Advisor Representative. Regina S. Blake-Anderson, an Administrative Advisor, has a background in finance. RD Lewis has a Privacy Policy in place to protect client information and shares information with third parties only for servicing purposes. Clients can limit sharing of their information and are provided with a copy of the Privacy Policy annually. For any inquiries or to obtain a copy of the Privacy Policy, clients can contact the firm directly.