Nicklaus Stonesifer is a CFP, ChFC-designated registered investment advisor at Ewa, LLC, based in Pittsburgh, PA, with 15 years of industry experience. Nicklaus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 397 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
EWA also offers an indexing program with the following fee schedule: - **$0 to $1,000,000**: 0.40% - **$1,000,001 to $3,000,000**: 0.30% - **$3,000,001 to $10,000,000**: 0.20% - **$10,000,001 to $20,000,000**: 0.15% - **More than $20,000,001**: 0.10%
Fee Estimator
Location
381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ewa, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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