East End Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

East End Advisors helps clients create a custom investment strategy and set financial goals. As a manager-of-managers, East End advises clients on which external investment managers are best suited to manage their assets. East End monitors these investment managers and their funds, using benchmarks and other data to measure performance. East End primarily provides non-discretionary advisory services, but may provide discretionary services for short-term assets or assets held outside of investment funds.

Assets Under Management$5.9B
Clients14
AdvisorsN/A
Avg. per Client$420M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500M
Investment management only (planning not offered)

East End Advisors charges an annual fee based on the amount of assets they manage and monitor for you. The fee is typically paid quarterly. The specific fee and payment terms are negotiated with each client. East End does not charge performance-based fees.

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East End Advisors, LLC | TrueAdvisor