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Pricing

Transparency is Key

 to any successful relationship, especially in financial services. We are proud to clearly show how EWA is compensated.
We have set up our fee structures to eliminate conflict of interest and always keep the clients best interest in mind.

Assets Under Management (AUM) Charges

Assets Under Management (AUM) Charges

Individuals, families, and businesses that hire EWA to manage the holdings within their investment accounts. This includes rollover 401ks, IRAs, ROTH IRAs, SEP IRAs, taxable investment accounts, or any other account tied to market performance. Charges come directly out of investment accounts to be paid to EWA.

.65%-1.25% annual charge to the assets that are under management at EWA

Financial Planning Charges

Financial Planning Charges

This option is for individuals, families, and businesses that would like EWA to put together a long term financial plan. This is a one time startup cost and can be paid off monthly, quarterly, or one lump sum. This one time cost covers one full year of services with EWA.

(Net Asset Value of household x 0.25%) + (Household income x 0.50%) = Total Plan Cost

Hourly Rate

Hourly Rate

This option is for anyone looking to sit with EWA to go over general investment/ planning advice. This could help answer questions such as; How Much Should I be Saving? Should I Pay off a Specific Debt? Should I buy or borrow money when buying a car?

This can also be used as additional support to adjust financial plans after the initial year of service is over. 

Hourly Rate: $225

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