No. Each client maintains an account with a custodian and the HL team assists with the on going account while implementing an investment plan.

CFP and Series 65

A registered investment adviser (RIA) is a firm that advises clients on security investments and manages assets of individual or institutional investors. RIA’s must register with the Securities and Exchange Commission (SEC) or state securities administrators depending on the amount of assets under management. Hunter Lewis LLC is a SEC registered investment advisory.

Yes. As an SEC registered investment adviser, we have fiduciary obligations to our clients. Meaning we always have to act on the client’s best interest.

We charge on contributions only. Meaning if you invest a 1,000,000 dollars with our and we grow it to 2,000,000 you will on a basis points fee on the initial 1,000,000. You will be charged on a quarterly basis.

We take clients from anywhere in the world.

No. Consultation meeting are free. We encourage you to reach out.

Chris Peace is the director of client relations for HL and you will primarily communicate with him as needed.

We encourage our clients to meet with us quarterly to review performance. However, there is not limit or restrictions. We encourage all clients to reach out as needed.

Yes. We have a client portal located on our website that allows you to see your portfolio at all times.

No. We are not custodians so we can not take control over your assets.