Assets Under Management
$559.0M
Number of Clients
371
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$79.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
EWA, LLC provides comprehensive wealth management services, including investment management, financial planning, and tax planning. They focus on asset allocation, long-term horizons, diversification, and taxation. Their process involves initial meetings, blueprinting, and implementation with ongoing discussions. They also offer insurance planning through an affiliated agency.
| Assets Under Management | 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% |
Fees are charged as a percentage of assets under management. There is a separate indexing program fee.
381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220