No Other Primary Business Name

Fee-Only (% of Portfolio)

Eastside Financial Advisors offers asset management and financial planning services to both corporate and individual clients. They tailor their advice to each client's specific needs, considering their assets, income, and expenses. Clients can specify restrictions on investments based on their personal beliefs. The firm manages client investments with the goal of understanding their financial standing and monetary needs.

Assets Under Management$30M
Clients94
AdvisorsN/A
Avg. per Client$320K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.75%
$500K+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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No Other Primary Business Name | TrueAdvisor