Eastlake Planning offers financial planning and investment management services. Financial planning covers areas like investment, risk management, tax, estate, and retirement planning. Investment advice is generally limited to mutual funds, fixed income securities, equities, and ETFs, with a preference for ETFs for tax efficiency. Eastlake Planning tailors programs to individual client needs and may use model allocations.
Assets Under Management$45M
Clients118
Advisors1
Avg. per Client$380K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Eastlake Planning manages investments through a wrap fee program, where clients pay one fee covering management, transaction costs, and administrative fees. The specific investment advisory fees are negotiable and detailed in the client's advisory agreement.
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