East Coast Asset Management, LLC manages investment portfolios for individuals, trusts, foundations, and institutional clients. The firm focuses on fundamental analysis, seeking businesses with strong earnings growth and a margin of safety. East Coast Asset Management offers concentrated equity strategies, such as the Partners Strategy and Global Focused Value, alongside customized portfolios that can incorporate fixed income and other securities. The firm manages assets on a discretionary basis and utilizes independent custodians like Charles Schwab and Fidelity for holding client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees generally range from 0.75% to 1.0% per year and are negotiable. Specific fee percentages are set forth in the client's agreement. Certain qualified clients may be subject to a management fee plus performance fee structure.