Assets Under Management
$370.2M
Number of Clients
258
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$123.4M
Compensation
Fee-Only (AUM)
Eastover Capital Management develops financial outlines and investment plans for clients based on their financial circumstances, goals, and risk tolerance. They manage client investment portfolios on a discretionary basis, primarily investing in stocks and fixed income securities. Limited financial planning is offered in conjunction with portfolio management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Eastover may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Eastover deems it appropriate under the circumstances.
509 Fenton Place, Charlotte, NC, 28207