East Face LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$19M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$19M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

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