East West Advisers provides investment management services for individuals and institutions, focusing on equity and fixed income assets. The firm customizes investments based on each client's risk tolerance and goals, emphasizing low expenses, diversification, and liquidity. East West aims to help clients achieve long-term objectives like retirement savings and education funding. They also provide advisory services to the Horizons Tactical Fund LP, a private investment fund.
Assets Under Management$4.4M
Clients24
Advisors1
Avg. per Client$180K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
East West Advisers charges a percentage of your portfolio each year for investment management. The fees vary depending on the type of account:
- Special Situations Accounts: 3.00% of the account value, up to a maximum fee of $300.
- Investment Accounts:
- 1.50% on the first $100,000
- 1.25% on the next $400,000 (up to $500,000 total)
- 1.00% on the next $500,000 (up to $1,000,000 total)
- 0.75% on amounts over $1,000,000
- Defined-Contribution Retirement Accounts:
- 1.25% on the first $100,000
- 1.00% on the next $400,000 (up to $500,000 total)
- 0.75% on the next $500,000 (up to $1,000,000 total)
- 0.50% on amounts over $1,000,000
The minimum initial account size is $10,000.
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