East West Investment Advisors provides investment advisory services and financial planning to individuals, high net worth clients, and charitable organizations. They tailor their services to each client's needs, understanding their financial position, investment experience, and objectives. East West also manages the East West Wrap Fee Program, where clients can trade certain investments without separate brokerage commissions.
Assets Under Management$88M
Clients50
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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