East Horizon Investments, LLC (EHI) offers investment management and financial planning services. EHI works with clients to determine appropriate investment objectives and risk parameters, often recommending a diversified portfolio. For some clients, EHI offers financial planning services, taking a holistic approach to the client’s present and future financial circumstances. Financial planning is typically offered as a complimentary service to investment management clients. EHI manages client accounts on a discretionary basis.
Assets Under Management$42M
Clients31
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable under extraordinary circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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