Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWA's advisory fees are based on a percentage of the average market value of assets under management, ranging from approximately 1.00% to 1.50% annually. Fees are negotiable and charged quarterly in advance. Clients may also incur other fees, such as dealer markups, custodial fees, and fund expenses. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
Brooklyn, NY
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph spends a few hours per week with Iconnexion Compaines, a banking/finance and marketing company. He also dedicates about half his time to MRD, LLC, a design-build lighting company, and nearly full-time to Eagle Wealth Advisors as an investment advisor managing accounts.