Easterly Investment Partners manages investments for a variety of clients, including high net worth individuals, estates, pension plans, and mutual funds. Easterly offers both discretionary and non-discretionary investment advice. Easterly's services are offered through separately managed accounts, model portfolios, and wrap fee programs. Easterly also acts as a sub-advisor to other investment funds.
Fee Structure
Easterly's investment management fees are based on a percentage of the assets they manage. The specific fees are negotiated with each client and can be found in their investment management agreement. Fees may be paid monthly, quarterly, or annually, either directly by the client or through arrangements with custodians or financial advisors. The fee schedule is located in Appendix A.