Islands East Advisors offers financial planning and investment management services to households and nonprofits, and retirement plan consulting or management to businesses. The firm develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Islands East Advisors may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$3.1M
Clients20
Advisors1
Avg. per Client$150K
Avg. per Advisor$3.1M
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Fee Structure
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 - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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