EWM Advisory LLC manages investment portfolios based on individual client needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Comprehensive financial planning is available for a monthly retainer.
Fee Structure
EWM Advisory offers investment management as part of a comprehensive financial planning service. The standard fee is $350 per month plus 0.35% of the assets they manage, billed as one monthly fee. For smaller portfolios (under $1,000,000), the monthly fee may be discounted to ensure affordability. Investment management as a stand-alone service is offered at a flat rate between $900 and $7,500 per year.