Investment Costs and Advisory Fees

At East Bay Financial Services, we recognize that costs play an important role in determining the likelihood of reaching one’s financial goals.  That is why we construct strategies using cost-effective investments, seek low-cost custodians with whom to entrust our client accounts, and keep trade costs to a minimum.  

We are also dedicated to keeping our extraordinary services responsibly-priced.  While we provide much more to our clients than portfolio management, our fees are generally determined based upon a percentage of account assets, and are calculated as follows:

1.00% annually on aggregate family assets up to $1,000,000

0.50% annually on every dollar over $1,000,000

East Bay Financial Services generally carries a minimum annual fee of $2,500 but may work with investors not requiring asset management, or who may require a customized relationship structure.