Overview
- Headquarters
- Lafayette, CA
- Total Firm Assets
- $387 million
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
Fee Disclosure
Source: ADV PART 2 A LEWIS ASSET MANAGEMENT 143409 (2026-05-06)
· View brochure text
Latest filing: ADV PART 2 A LEWIS ASSET MANAGEMENT 143409 (2026-05-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 2.00% |
| $250,001 | $500,000 | 1.75% |
| $500,001 | $1,000,000 | 1.50% |
| $1,000,001 | $2,500,000 | 1.25% |
| $2,500,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $1,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,875 | 1.69% |
| $5 million | $60,625 | 1.21% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 89.14%
- Number of High-Net-Worth Clients
- 109
- Total Client Accounts
- 631
- Discretionary Accounts
- 610
- Non-Discretionary Accounts
- 21
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 143409
- ADV PART 2 A LEWIS ASSET MANAGEMENT 143409 (2026-05-20) · View brochure text
- ADV PART 2 A LEWIS ASSET MANAGEMENT 143409 (2026-05-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗