Simple and Transparent Fees, Always Client-First
We believe compensation for financial advice should be clear and easy to understand. At Kris Lewicki & Associates, we act as independent, fee-only advisors. This means we are compensated directly by our clients and never through commissions or product sales. Our success is aligned with your success.
How We Are Paid
We provide two core services: financial planning and fee-only investment management, each with its own clear cost structure. Some clients choose one service, others prefer both. This flexibility ensures you only pay for what you need.
Financial Planning
We provide financial planning services on an hourly or flat-fee basis, depending on the scope of work. Services may include comprehensive retirement planning, tax and estate considerations, business planning, and more. Costs vary and are based on the complexity of your situation and will be disclosed and agreed upon in advance.
Hourly rate: $250 per hour
Flat fee engagements: Available for clients who prefer a defined cost for specific financial planning projects or consultative services.
Investment Management (Assets Under Management Fees)
We offer investment management on a tiered, asset-based fee schedule. When we directly manage your accounts, you receive ongoing portfolio monitoring, adjustments, and guidance tailored to your goals. As your portfolio grows and moves into higher tiers, only the assets in each tier are billed at that rate, which can result in a lower blended fee as your portfolio grows.
First $500,000 — 1.20% annual fee
Next $500,000 — 0.90% annual fee
Next $4,000,000 — 0.70% annual fee
Over $5,000,000 — 0.40% annual fee
More information about fees and services are provided in your client advisory and planning agreements along with our Disclosure Brochure (Form ADV Part 2) .
We recommend reviewing these documents carefully before engaging our services. If you have any questions on fees or services, we encourage you to contact us.
