East End Wealth Management offers discretionary portfolio management tailored to client needs, focusing on fixed income instruments. They also provide consulting services for assets held at other firms, offering recommendations on portfolio composition. Investment advice is customized based on individual financial situations. East End Wealth Management may use sub-advisers to manage a portion of client accounts.
Assets Under Management$19M
Clients63
Advisors1
Avg. per Client$300K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Schedule shown is for Equity Accounts. Fixed Income Accounts: Up to $1,000,000: 1.00%, Assets over $1,000,000: 0.50% (0.75% for leveraged accounts over $300,000). Enhanced Income Strategy: All assets: 0.75%. Insurance Reserve Management: All assets: 1.50%. Corporate Retirement Plans: All assets: 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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