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Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
iA Private Wealth (USA) Inc.
Team
Total advisors
10Clients per advisor
20 Very LowAvg AUM per client
$663,934 LowHNW client ratio
14% LowEdward Balcewich is a financial advisor with iA Private Wealth (USA) Inc. and holds a Series 65 designation. He has two years of industry experience and also serves as a Portfolio Manager at iA Private Wealth Inc., the firm’s Canadian affiliate, where he has worked since 2014. iA Private Wealth (USA) Inc. provides discretionary investment management, separately managed accounts, and financial planning services to individuals, trusts, estates, and corporations. The firm employs a combination of fundamental and technical analysis supported by an asset allocation model, and it manages portfolios with regular reviews and tax-efficient strategies.
Based on iA Private Wealth (USA) Inc.
Based on iA Private Wealth (USA) Inc.
Fixed fees may be charged for financial planning services depending on scope and complexity.
0.5% to 2.5% annually (varies by asset size, client, services, and negotiations)
Possible hourly fees for financial planning services, if applicable.
Performance-based fees may be charged on client accounts based on capital appreciation share.
Account minimum: $250,000 Fee-only: Fixed or hourly fees may be charged for financial planning services depending on scope and complexity.
Florida · Texas
2 years of industry experience
iA Private Wealth (USA) Inc.
2022 - Present • 4 years
Winnipeg
iA Private Wealth Inc
2006 - Present • 20 years
Winnipeg
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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