Ewa, LLC
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
About This Firm
EWA, LLC is a registered investment advisor providing wealth management services, including investment management, financial planning, tax planning, and insurance planning. They utilize a three-step process: initial meeting, blueprinting, and implementation. They offer both discretionary and non-discretionary investment management services and a wrap fee program.
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
Location
381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220