LG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$370.2M
Fee Structure
Minimum Investment:$5K
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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
Investment ManagementRetirement PlanningInsurance PlanningHigh Net WorthCharitable Giving
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Advisor Information
Office location
509 Fenton Place, Charlotte, NC, 28207
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Eastover Capital Management
June 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.