Matthew Blocki is a CFP-designated registered investment advisor at Ewa, LLC, based in Pittsburgh, PA, with 15 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, Charitable Giving, Corporate Executives, Divorce Planning, and 9 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% |
Indexing program fee rates are lower: 0.40% up to $1M, 0.30% from $1M-$3M, 0.20% from $3M-$10M, 0.15% from $10M-$20M, and 0.10% over $50M. Fees are negotiable.
Fee Estimator
Location
381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220
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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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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