Eastover Capital Management provides portfolio management services to clients. Eastover works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. Eastover manages client investment portfolios on a discretionary basis, meaning they can make trades without asking the client first. Eastover also offers limited financial planning services in conjunction with portfolio management, addressing areas like cash flow, retirement, and insurance.
Assets Under Management$390M
Clients250
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$130M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Eastover may negotiate special fee arrangements where it deems appropriate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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