Advisor at Financial Insights Wealth Management
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Firm
Financial Insights Wealth Management
Location
Tacoma, WA 98402
Credentials
CFP®, Series 63
Industry experience
40 years
Dorothy Lewis is a CFP® professional with 40 years of experience in financial advising, currently serving at Financial Insights Wealth Management in Tacoma, WA. She has been with Financial Insights, Inc. since 1980. Financial Insights Wealth Management provides wealth management, financial and retirement planning, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm focuses on asset allocation and fundamental analysis, employing mutual funds, ETFs, individual securities, and third-party managers, while also offering educational seminars and in-house tax preparation services.
Based on Financial Insights Wealth Management
Based on Financial Insights Wealth Management
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Lead Adviser - $500/hour; Associate Advisor - $300/hour; Research & Analysis - $200/hour; General Administrative Services - $150/hour
Account minimum: $500,000 Minimum fee: $500 minimum financial planning fee
1551 Broadway, Suite 600
Tacoma, WA 98402
Texas · Washington
Financial Insights, Inc.
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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