East Shore Advisors helps clients grow their capital by selecting primarily large-cap equities. They offer investment management and financial planning, which includes retirement planning, college savings, estate planning, insurance, investment analysis, risk management, tax planning, and cash flow/debt management. Clients receive a written or electronic financial plan. East Shore Advisors may request authority to make trades without asking first.
Assets Under Management$300K
Clients3
AdvisorsN/A
Avg. per Client$100K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.20% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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