East Bay Investment Solutions provides ongoing investment consulting services, webinars, investment reviews, and analysis to other registered investment advisory firms rather than individual retail clients. East Bay Investment Solutions follows the principles of modern portfolio theory, emphasizing diversified portfolios, passive or evidence-based investment vehicles, and keeping costs low. The firm does not manage retail client portfolios directly or have regulatory assets under management for individuals, but rather supports the business and investment decisions of other advisory firms. East Bay Investment Solutions is led by Mario Nardone and Eric Stein, both holding the Chartered Financial Analyst designation.
Assets Under ManagementN/A
Clients28
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Investment advisory consulting — Initial rates typically range from $40,000 to $60,000 per year, paid monthly in advance, depending on the complexity of the situation and the needs of the client.
- Hourly consulting — Ranging between $300 and $350 per hour, paid monthly in arrears.
One-Time Plan:$40,000 - $60,000
Hourly Rate:$300 - $350/hr
Loading...