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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 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 on the standalone investment advisory platform receive a reduced fee schedule. An additional 0.10% fee applies to individual stock positions in the Wyze Direct strategy.
Fee Estimator
Location
1800 Main Street, Suite 230, Canonsburg, PA, 15317
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 →Employment History
Current Registrations
Wyze Wealth Advisors, LLC
Previous Registrations
True Wealth Design, LLC
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
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
More Advisors
- Ronald Wyatt, CFP, ChFCWyze Wealth Advisors, LLC
- Jeffrey Evans, CFPAmeriprise Financial Services, LLC
- Thomas Bouchard, CFPAmeriprise Financial Services, LLC
- Tammy Pompei, CFPBraun-Bostich & Associates INC.
- Darla Main, CFPMain Advisory, INC.
- Matthew D'amico, CFPNetworth Advisors, LLC