| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Eastover may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Eastover deems it appropriate under the circumstances.
509 Fenton Place, Charlotte, NC, 28207
Get directionsNo 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 →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.