East Coast Asset Management (ECAM) offers customized investment management to individuals, trusts, foundations, pension plans, and other entities. ECAM designs and executes investment strategies, researches equity, fixed income, and cash reserve instruments, and adjusts strategies based on client discussions and market conditions. ECAM may factor in clients’ tax situations and multi-generational considerations. ECAM offers a Global Focused Value strategy.
Assets Under Management$750M
Clients203
Advisors4
Avg. per Client$3.7M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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