Joshua Schachter is a CFA-designated registered investment advisor at Easterly Investment Partners LLC, based in Beverly, MA, with 23 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 274 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Easterly's investment management fees are based on a percentage of the assets they manage. The specific fees are negotiated with each client and can be found in their investment management agreement. Fees may be paid monthly, quarterly, or annually, either directly by the client or through arrangements with custodians or financial advisors. The fee schedule is located in Appendix A.
Location
138 Conant Street, Suite 100, Beverly, MA, 01915
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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.
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Joshua is a board member for Maccabi USA, an investor and board observer for Diamond Kinetics, and a partner for Schack Records. Each of these roles requires minimal time per month and are not investment related.
Employment History
Current Registrations
Easterly Investment Partners LLC
Previous Registrations
Snow Capital Management, L.P.
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.