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
381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220
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
Benjamin is an insurance agent since 2022, focusing on sales and service. This activity takes about 10-20% of his time during trading hours.