Visual Approach LLC, operating as East Face LLC, offers investment management and financial planning services tailored to individual client needs. The firm establishes financial goals and risk tolerance through personal discussions to develop a personal investment policy. East Face LLC also provides financial planning and consulting services, including targeted investment analysis, wealth management strategy, business planning, estate planning, and charitable giving strategies. The firm is fee-only, receiving compensation solely from clients.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.