East Coast Asset Management, LLC
Assets Under Management
$750.2M
Number of Clients
203
Number of Advisors
4
Average Client AUM
$3.7M
AUM per Advisor
$187.6M
Compensation
Fee-Only (AUM)
About This Firm
ECAM offers customized investment management services to individuals, trusts, foundations, endowments, pension and profit-sharing plans, charitable organizations, and other entities. They provide ongoing research and adjust strategies based on client discussions and market conditions, factoring in tax situations and multi-generational considerations.
Fee Structure
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
Location
16 Martin Street, Essex, MA, 01929