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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable.