Eastmont, LLC provides solicitation services and investment advisory recommendations to clients, acting as a registered investment advisor in Pennsylvania. Founded in 2018 and led by Robert Rusiewicz, Eastmont helps clients navigate asset accumulation, allocation, preservation, diversification, growth, and transfer by recommending third-party asset managers under solicitation agreements. In addition to investment advisory services, employees of Eastmont are licensed insurance agents and can assist with insurance transactions. The firm focuses on tailoring its services to the unique needs of each client.
Assets Under Management$1.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Retirement plans and 401(k) accounts are charged between 0.25% and 0.50%. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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