East Bay Equities LLC (EBE) provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. EBE generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, and real estate funds (including REITs), but primarily recommends short term equities trading. All clients are treated equally, with the same stock recommendations.
Assets Under Management$1M
Clients7
Advisors1
Avg. per Client$150K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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