EWA, operating as Equilibrium Wealth Advisors, offers comprehensive wealth management and financial planning services. EWA's services include investment management, financial planning, tax planning, and insurance planning. EWA uses a three-step process: initial meeting, blueprinting, and implementation. EWA also uses AI to enhance service delivery and improve decision-making. Investment Advisor Representatives can sell insurance products for commissions.
Assets Under Management$750M
Clients397
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$94M
open.spotify.com/show/412vinc8fpdnfax0dtmqzb ·ewa-llc.com ·podcasts.apple.com/us/podcast/fin-lyt-by-ewa/id...
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...