Benjamin Favazza is a CFP-designated registered investment advisor at East Coast Asset Management, LLC, based in Essex, MA, with 26 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 211 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees generally range from 0.75% to 1.0% per year and are negotiable. Specific fee percentages are set forth in the client's agreement. Certain qualified clients may be subject to a management fee plus performance fee structure.
Fee Estimator
Location
Essex, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
East Coast Asset Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christopher Begg, CFAEast Coast Asset Management, LLC
- James Crockett, CFAEast Coast Asset Management, LLC