Eastgate Capital Advisors provides comprehensive wealth management services, including investment management, financial planning, trust and estate planning, and tax planning. Eastgate manages client accounts based on their individual financial situations, investment objectives, and risk tolerance. Clients can choose to have Eastgate provide only investment management services. Eastgate also offers family office services and trust, estate, and family partnership administration.
Assets Under Management$260M
Clients89
Advisors4
Avg. per Client$3M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees may be negotiated on the basis of the overall family relationship, complexity of services, number of accounts, and the specific needs of the family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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