Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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, according to the schedule above (wrap or non-wrap fee account).
Fee Estimator
EWA charges an annual fee based on assets under management. For investment management, the fee ranges from 0.30% to 1.50% depending on the amount of assets managed. For the indexing program, the fee ranges from 0.10% to 0.40%. Financial planning fees range from $2,500 to $7,500 per engagement. Clients also incur transaction charges and underlying fund expenses. Fees are negotiable based on the scope and complexity of services.
Areas of Practice
Advisor Information
Office location
235 West 6th Street, Erie, PA, 16507
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 ActivitiesSells Insurance
Drew is an insurance agent at HBK Sorce Insurance, dedicating full-time hours to this role. He also serves as a board member at Kahkwa Country Club and owns Car to Car Care, spending a few hours per week on the latter.