East End Advisors, LLC helps clients build diversified investment portfolios by developing customized asset allocation strategies and recommending third-party investment managers and funds, such as private equity and hedge funds. The firm acts primarily as a manager-of-managers on a non-discretionary basis, meaning clients approve investment decisions. For short-term or uninvested cash, East End Advisors provides discretionary management, typically investing in United States government securities. Additionally, the firm offers general investment consultations without supervisory services for a flat annual fee. East End Advisors serves high-net-worth individuals, families, trusts, charitable institutions, foundations, and endowments. The firm operates as part of AlTi Global, Inc., a publicly traded financial services company.
Fee Structure
East End Advisors charges an annualized fee based on the total value of the portfolio it manages and monitors for the client. Fees are typically billed quarterly in advance and are individually negotiated with each client.