Eastover Capital Management
Assets Under Management
$370.2M
Number of Clients
258
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$123.4M
Compensation
Fee-Only (AUM)
About This Firm
Eastover Capital Management provides portfolio management services, developing financial outlines and investment plans based on client financial circumstances, goals, and risk tolerance. They offer limited financial planning in conjunction with portfolio management, covering areas like cash flow, retirement, and insurance analysis. Eastover manages investments on a discretionary basis, implementing the client's investment plan, which is updated as needed.
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
Location
509 Fenton Place, Charlotte, NC, 28207