East Coast Wealth Management manages investment portfolios and provides comprehensive financial planning services for individuals, families, trusts, estates, and business owners. The firm primarily builds diversified portfolios using exchange-traded funds, individual stocks, bonds, and mutual funds, including exclusive access to Dimensional Fund Advisors funds. Clients can choose to have East Coast Wealth Management manage their accounts directly on a discretionary or non-discretionary basis, or they can have a portion of their assets managed by independent third-party managers. In addition to investment management, the firm offers customized financial planning covering retirement, tax strategies, estate planning, and insurance analysis. Affiliated services include tax and accounting through an associated Certified Public Accountant firm, as well as insurance products.
Fee Structure
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 based on factors such as anticipated future assets, account composition, and negotiations.