Eastown Financial Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also provide financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. For some clients, Eastown Financial Advisors uses a model portfolio platform offered by Charles Schwab.
Assets Under Management$110M
Clients260
Advisors3
Avg. per Client$420K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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