Eastover Capital Management provides personal portfolio management and retirement plan consulting services. When starting a relationship, Eastover Investment Advisors, LLC gathers information about your financial history, goals, and comfort with risk to build a customized investment plan. Eastover Capital Management primarily invests in stocks and bonds, favoring larger, stable companies that resist market volatility, though exchange-traded funds and mutual funds may also be used. Alongside portfolio management, the firm offers limited financial planning to help shape your investment strategy, covering cash flow, retirement preparation, and insurance review. Eastover Investment Advisors, LLC operates primarily on a discretionary basis, meaning they make day-to-day trading decisions for your portfolio without needing your approval for every transaction. Clients can place written restrictions on the types of investments held in their accounts. The firm serves individuals, high-net-worth clients, pension plans, profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are generally payable quarterly in advance. The minimum annual fee is $5,000. Eastover Investment Advisors, LLC may negotiate special fee arrangements at its discretion.