Eastmont, established in 2018, offers solicitation services, recommending investment advisory firms to clients. Eastmont also provides personalized financial solutions, including asset accumulation, allocation, preservation, diversification, growth, and transfer. Eastmont tailors its services to match the unique needs of each client.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Retirement plans and 401(k)s will be between 0.25% and 0.75%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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