Lewis Asset Management, a well-established investment advisory firm, operates out of Lafayette, CA, with two office locations. Comprising a small yet dedicated team of three employees, all of whom provide investment advisory services, the firm delivers comprehensive financial guidance to its clients. With an average of approximately $51,220,000 in assets under management per investment advisor, Lewis Asset Management aligns with the industry average, ensuring personalized attention and tailored solutions for each client. Their compensation structure includes a percentage of assets under management, offering a transparent and mutu...