Larry Griffin is a registered investment advisor at Eastover Capital Management, based in Charlotte, NC, with 4 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 250 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Eastover may negotiate special fee arrangements where it deems appropriate.
Fee Estimator
Location
509 Fenton Place, Charlotte, NC, 28207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eastover Capital Management
State Registrations1 state
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