East Coast Wealth Management (ECWM) offers investment management, financial planning, and retirement plan consulting. For investment management, ECWM creates tailored plans based on client risk tolerance and goals, primarily using exchange-traded funds and individual securities. ECWM also recommends independent managers. Financial planning covers estate, tax, and insurance matters. ECWM may recommend other professionals, but clients have the final decision. ECWM also provides advisory and consulting services to participant-directed retirement plans.
Assets Under Management$150M
Clients201
Advisors3
Avg. per Client$760K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.85% |
| $3.5M+ | 0.82% |
Fees are negotiable and may vary based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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