JC
CFA

James Robert Crockett

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
203 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$750.2M

Fee Structure

Financial Planning:Investment management only

The firm's investment management fees for separately managed accounts generally range from 0.75% to 1.0% per year, based on the complexity of the engagement, the type of assets managed, the value of assets under management, and negotiation with the client. Fees are negotiable and may be adjusted based on circumstances and relationships with clients. Some legacy clients have other fee arrangements that are no longer offered to new clients.

Areas of Practice
Investment Management
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Advisor Information

Office location

16 Martin Street, Essex, MA, 01929

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
East Coast Asset Management, LLC
March 2018 - Present · 7 yrs 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
James Robert Crockett - Financial Advisor | AdvisorDiscover