Gregory Mastrandrea
Gregory Mastrandrea is a registered investment advisor at East Coast Wealth Management, INC., based in Florham Park, NJ, with 11 years of industry experience. Gregory 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 201 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.85% |
| $3.5M+ | 0.82% |
Fees are negotiable and may vary based on certain criteria.
Fee Estimator
Location
220 Ridgedale Avenue, Suite A3, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory owns Procast Analytics, LLC, a software development and IT consulting company, since 2013. He dedicates about a quarter of his time to overseeing software development and consulting.
Employment History
Current Registrations
East Coast Wealth Management, INC.
State Registrations3 states
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