Advisor at Asset Growth Associates Wealth Advisors
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Firm
Asset Growth Associates Wealth Advisors
Location
Beaumont, TX 77701
Credentials
Series 65
Industry experience
5 years
Jeffrey Lewis is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding a Series 65 designation and five years of industry experience. He has worked with Texas Registered Financial Consultants, PLLC since 2020 and has been affiliated with Physicians Mutual Insurance Co since 2015. In addition to advisory services, he acts as an insurance agent offering Medicare supplement, health, fixed annuities, and life insurance products. Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and higher-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, utilizing various investment strategies including options and third-party managers.
Based on Asset Growth Associates Wealth Advisors
Based on Asset Growth Associates Wealth Advisors
Fixed fees for financial planning ranging from $350 to $5,500, charged 100% in advance.
$250,000 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commissions accepted from sale of fixed and indexed insurance products by certain representatives; commissions are not primary source of income and fees are reduced to offset commissions.
Account minimum: $250,000
1391 Calder Avenue
Beaumont, TX 77701
Texas
Texas Registered Financial Consultants, PLLC
2020 - Present (6 years)
Physicians Mutual Insurance Co
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 65
Beaumont, TX
Spindletop Commonwealth Advisors LLC
Series 63
Lumberton, TX
R & R Financial Services, LLC
Series 63, Series 66
Beaumont, TX
Asset Growth Associates Wealth Advisors
Series 65
Beaumont, TX
Retirement Financial Group, LLC
Series 65
Beaumont, TX
Retirement Financial Group, LLC
Series 63
Bridge City, TX
Global Assets Advisory, LLC
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