Easley Investment Consultants offers investment advice tailored to each client's financial situation. They manage investment accounts at a custodial firm, buying and selling securities with either the client's permission or with discretionary authority. Easley Investment Consultants also offers financial planning services, including annual retainer and one-time consulting options, covering topics like retirement, estate planning, and investment strategies.
Fee Structure
Easley Investment Consultants offers portfolio management as part of a bundled fee program. This bundled fee covers advisory services, trade execution, and custody. The firm may also use third-party money managers to manage a portion of your account. Financial planning may be included at no extra cost.