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
2070 Ringling Boulevard, suite 200, Sarasota, FL, 34237
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
Lorne is the sole owner and tour operator of Sarasota Waterways LLC, dedicating minimal time to it. He also works as a pilot for Allegiant Air, spending about 10-20% of his time in this role.