CP
CP

Christopher Pavcic

6 Years of Experience
Pittsburgh, PA

Christopher Pavcic is a registered investment advisor at Ewa, LLC, based in Pittsburgh, PA, with 6 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
397 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$750.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.00%
$3.0M - $10.0M0.60%
$10.0M - $20.0M0.50%
$20.0M - $50.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

381 Mansfield Ave, Suite 200 A & B, Pittsburgh, PA, 15220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ewa, LLC
May 2021 - Present · 4 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2018 - June 2020 · 1 yr 9 mos
State Registrations1 state
PA
Advisor

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Exams
No exam information available for this advisor.