East End Financial Group manages investment portfolios and provides financial planning services for individuals, high-net-worth individuals, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. East End Financial Group creates customized investment strategies utilizing low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and other appropriate assets. The firm builds portfolios tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, the firm offers comprehensive financial planning covering retirement, personal savings, and education funding. East End Financial Group also provides retirement plan consulting services for company-sponsored retirement plans. The firm operates as a registered investment advisor and requires clients to hold their assets with qualified custodians such as Pershing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Accounts referred below $500,000 are billed at 1.20%. Charitable and municipal clients have a separate schedule. Subject to a $5,000 annual minimum fee. Fees may be negotiable.