Ewing Wealth Management offers financial planning and investment management services. Financial planning covers tax, cash flow, investment, risk management, education, financial independence, and estate planning. Investment management includes creating a personalized asset allocation and investing in various instruments. Ewing Wealth Management tailors its services to each client's needs and may use model portfolios.
Assets Under Management$5.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.50% to 1.25% and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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