Christopher Begg is a CFA-designated registered investment advisor at East Coast Asset Management, LLC, based in Essex, MA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 203 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.75% to 1.0% per year. Some legacy clients have other fee arrangements. Institutional clients have a tiered fee schedule: $15M-$30M: 0.70%, Next $15M: 0.60%, Next $15M: 0.55%, Over $60M: 0.50%. All fees are negotiable.
Fee Estimator
Location
16 Martin Street, Essex, MA, 01929
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Regulatory History
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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Christopher is an adjunct professor at Columbia Business School, teaching a security analysis course since 2010. He spends a few hours per week for three months each fall semester on this activity.
Employment History
Current Registrations
East Coast Asset Management, LLC
Previous Registrations
Boston Research and Management, INC.
State Registrations1 state
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