Eastrade Asset Management Corporation manages investment portfolios for individuals, pension plans, and other entities. They offer both discretionary and non-discretionary asset management services. Eastrade also provides consulting on specific investment-related issues, charging either a flat or hourly fee. The firm's investment approach involves fundamental analysis and long/short-term purchases. Fees are negotiable for assets over $1,000,000.
Assets Under Management$38M
Clients61
Advisors1
Avg. per Client$620K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
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 are negotiable for assets under management in excess of $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...