Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Minimum annual fee of $5,000. Fees may be negotiable.
Fee Estimator
The annual fee for portfolio management is 1.00% on the first $2,500,000 and 0.75% on amounts over $2,500,000. The minimum annual fee is $5,000. Fees are generally payable quarterly, in advance. Exceptions to the fee schedule or special arrangements may be negotiated at Eastover's discretion.
Areas of Practice
Advisor Information
Office location
509 Fenton Place, Charlotte, NC, 28207
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Yancey has been an advisor/rep with Eastover Investment Advisors since 2011. He is also a Director of Perrin Place 1 Home Owner's Association Board since 2013, for which he receives no compensation.