Matthew Blocki is a CFP-designated registered investment advisor at Ewa, LLC, based in Pittsburgh, PA, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 397 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
EWA also offers an indexing program with the following fee schedule: - **$0 to $1,000,000**: 0.40% - **$1,000,001 to $3,000,000**: 0.30% - **$3,000,001 to $10,000,000**: 0.20% - **$10,000,001 to $20,000,000**: 0.15% - **More than $20,000,001**: 0.10%
Fee Estimator
Location
381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220
Get directionsHistory
Regulatory 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
Matthew owns a wealth advisor training business since 2022, dedicating minimal time. He also works as an insurance agent selling life, health, annuity, and disability income insurance products since 2020, and owns EWA Insurance, LLC since 2024, dedicating a few hours per week to each.
Employment History
Current Registrations
Ewa, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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