Assets Under Management (AUM) Charges
Individuals, families, and businesses that hire EWA to manage the holdings within their investment accounts. This option includes financial planning as well.* Charges come directly out of investment accounts to be paid to EWA.
.30%-1.25%** annual advisor charge to the assets that are under management at EWA
*The amount of AUM will decide amount of financial services provided.
**addional charges may be applicable depending on how funds are invested
Financial Planning Charges
This option is for individuals, families, and businesses that would like EWA to put together a financial plan. This is a one time cost and can be paid off monthly, quarterly, or one lump sum. This one time cost covers one full year of services with EWA.
Typical Annual Planning options range from $3,500 to $6,500 depending on desired level of services*
*More complex projects may be charged at a higher rate
Financial planning contracts can be renewed after the first year at the same rate to continue working relationship.
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?
Hourly Rate: $500