East Bay Investment Solutions offers ongoing investment adviser consulting services to other investment advisory firms. East Bay assists firm leadership with investment decisions and provides client-facing presentations, investment reviews, and analysis. The firm does not participate in wrap fee programs. East Bay customizes its services to each client's needs.
Assets Under ManagementN/A
Clients28
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$40,000 - $60,000
Hourly Rate:$300 - $350/hr
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