Eastsound Capital Advisors (ECA) provides investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and businesses. ECA creates investment strategies tailored to each client's goals and risk tolerance. Services include portfolio monitoring, financial planning, and educational seminars. ECA may also use third-party investment managers. ECA does not participate in wrap fee programs.
Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.