East Shore Investment Management LLC

Fee-Only (% of Portfolio)

East Shore Investment Management provides asset management services to institutions and individuals, focusing on investments in real estate securities, including publicly traded and non-traded securities, equity, debt, and hybrid securities. East Shore offers discretionary asset management, meaning they manage accounts without requiring pre-approval for each transaction. They monitor portfolios continuously and rebalance as needed. Client restrictions on securities are generally not permitted due to the specialized nature of the portfolios.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm