East River Capital Management is a fee-only financial advisory firm offering investment management and financial planning services to individuals, families, and institutions. The firm creates tailored investment portfolios using stocks, bonds, exchange traded funds, and mutual funds. Financial planning services cover investment, retirement, estate, tax, and education planning. East River Capital also provides pension consulting services to employer plan sponsors.
Assets Under Management$2.5M
Clients2
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee on accounts with a value lower than $1,000,000 is negotiated and generally does not exceed 1.2%. Please note that East River Capital generally does not accept accounts lower than $1,000,000, unless in special instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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