Michael
Lewis
Vernal Point Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Lewis is a certified financial planner based in San Francisco, California with 8 years of relevant experience. Lewis is currently employed by Vernal Point Advisors, LLC. During their career, Lewis has held roles at Aspiriant, Gordian Investments, LLC and Vernal Point Advisors, LLC. Lewis has a Series 63 license, which qualifies them as a securities broker, and is registered to operate in California, Florida and Texas. Vernal Point Advisors, LLC is an advisory company headquartered in San Francisco, CA. The company has a total of 13 financial advisors. It has $1 billion in assets under management among its 173 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves eight charities and foundations. Of its 173 accounts, 64% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on the financial services offered. Fees charged by Vernal Point Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Vernal Point Advisors, LLC Brokerage Details
$1,168,849,000
13
173
$6,756,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Lewis Work History
Michael has been registered as a financial advisor for 8 years.*
Vernal Point Advisors, LLC
Gordian Investments, LLC
Aspiriant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vernal Point Advisors, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
