Drew Deimel is a registered investment advisor at Ewa, LLC, based in Erie, PA, with 9 years of industry experience. Drew 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
100 State Street, Suite 480, Erie, PA, 16507
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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
Drew is an insurance agent at HBK Sorce Insurance, dedicating full-time hours to this role. He also serves as a board member at Kahkwa Country Club and owns Car to Car Care, spending a few hours per week on the latter.
Employment History
Current Registrations
Ewa, LLC
Previous Registrations
Hbks Wealth Advisors
State Registrations1 state
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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