Nicholas Lewandowski is a CFA, CFP-designated registered investment advisor at Wyze Wealth Advisors, LLC, based in Canonsburg, PA, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 138 clients with $260M 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 $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.33% |
| $20M+ | 0.25% |
Fees are negotiable at the advisor’s discretion. Clients participating in our IAS platform receive a reduced fee schedule. A 0.10% fee is applied to the portion of the account allocated to individual stock positions using the Wyze Direct Stock Portfolio.
Fee Estimator
Location
1800 Main Street, Suite 230, Canonsburg, PA, 15317
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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 →Employment History
Current Registrations
Wyze Wealth Advisors, LLC
Previous Registrations
True Wealth Design, LLC
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
State Registrations1 state
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