The Eastrade Asset Management Corporation provides personalized investment management and advisory services to individuals, pension plans, trusts, estates, and business entities. The firm builds customized portfolios using fundamental analysis, focusing primarily on long-term and short-term purchases of individual companies, exchange-traded funds, and mutual funds. The firm's president and sole owner, Michael Roger Dymant, manages all client accounts directly and tailors strategies to individual client needs, allowing for reasonable investment restrictions. In addition to ongoing portfolio management, The Eastrade Asset Management Corporation offers special consulting projects on an hourly or flat-fee basis for specific investment-related issues. The firm does not have an account minimum requirement and operates primarily on a fee-only percentage of the portfolio value, billed quarterly in arrears.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for assets under management in excess of $1,000,000 are negotiable.