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Michael Dymant

Advisor at The Eastrade Asset Management Corporation

Updated today

Firm

The Eastrade Asset Management Corporation

Location

Briarcliff Manor, NY

Credentials

Series 63

Industry experience

4 years

About

Michael Dymant is the sole advisor at The Eastrade Asset Management Corporation, holding a Series 63 designation with four years of industry experience. He has been with the firm since 1996. The Eastrade Asset Management Corporation provides investment advisory and portfolio management services to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses fundamental analysis and combines long-term and short-term strategies to create customized portfolios, with a focus on serving charitable organizations and pension or profit-sharing plans.

Client services

Based on The Eastrade Asset Management Corporation

Financial planning Portfolio management

Expertise

Based on The Eastrade Asset Management Corporation

Wealth management

Fee options

Fixed

Between $1,000 and $4,000

Percentage

$0 - $100,000: 1.75% $100,001 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,000+: Negotiable

Project-based

$100 to $250 per hour

Location

Briarcliff Manor, NY

Most active in

New York

Work history

The Eastrade Asset Management Corporation

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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