EWA provides comprehensive wealth management, investment portfolio oversight, and financial planning for individuals, families, and businesses. Operating independently, EWA structures customized investment strategies incorporating asset allocation, tax efficiency, and direct indexing. In addition to investment oversight, EWA offers dedicated financial planning covering retirement, estate coordination, cash flow, and risk management. EWA also provides integrated tax planning and preparation services exclusively for wealth management clients through an affiliated practice. The firm operates as a registered investment advisor with offices in Pennsylvania, managing assets on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Indexing program fee rates are lower: 0.40% up to $1M, 0.30% from $1M-$3M, 0.20% from $3M-$10M, 0.15% from $10M-$20M, and 0.10% over $50M. Fees are negotiable.