East West Wealth Advisors LLC offers investment advisory services through separately managed accounts tailored to meet the needs and objectives of individual clients. Investment decisions are based on each client's stated investment objectives, risk tolerance, time horizon, and liquidity needs. The firm utilizes a diversified, multi-asset investment framework, including equities, fixed income instruments, exchange-traded funds, mutual funds, alternative investments, and cash equivalents. The firm operates as a wholly owned subsidiary of East West Bancorp, Inc., and offers a wrap fee program covering discretionary investment advisory and portfolio management services, asset allocation, investment selection, ongoing monitoring and rebalancing, quarterly performance reporting, and brokerage commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts over $50,000,000 are subject to a $250,000 minimum annual fee.