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Richard Eastland

13 Years of Experience
Santa Monica, CA

Richard Eastland is a registered investment advisor at Harbor Road Capital Management LLC, based in Santa Monica, CA, with 13 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$500K

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Harbor Road charges a management fee based on the value of your portfolio, ranging from 1.00% to 1.50% per year, billed monthly. In addition to the management fee, Harbor Road may receive an incentive fee equal to 20% of any gains in the client account during the month, subject to a “high water mark”. The management fee is negotiable.

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Location

2118 Wilshire Blvd, Suite 315, Santa Monica, CA, 90403

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Harbor Road Capital Management LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Harbor Road Capital Management LLC
May 2012 - December 2013 · 1 yr 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Richard Eastland - Financial Advisor | TrueAdvisor