East Coast Asset Management, LLC

Assets Under Management

$750.2M

Number of Clients

203

Number of Advisors

4

Average Client AUM

$3.7M

AUM per Advisor

$187.6M

Compensation

Fee-Only (AUM)

About This Firm

ECAM offers customized investment management services to individuals, trusts, foundations, endowments, pension and profit-sharing plans, charitable organizations, and other entities. They provide ongoing research and adjust strategies based on client discussions and market conditions, factoring in tax situations and multi-generational considerations.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

16 Martin Street, Essex, MA, 01929

4 Advisors at this firm