East End Financial Group (EEFG) offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, charities, municipalities, businesses, and retirement plans. EEFG creates custom investment strategies based on each client's goals, risk tolerance, and financial situation. They manage investments using mutual funds, exchange-traded funds (ETFs), individual stocks, and other securities. EEFG also offers financial planning services, which may include creating a financial plan or providing specific financial consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients are subject to a minimum annual fee of $5,000. Investment management fees for accounts referred to the Advisor below $500,000 are billed at an annual rate of 1.20%. Certain legacy Clients and charitable organizations/municipalities may have different fee schedules.