East West Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$87,602,997
Total clients
47
51% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
24
Average account size
$1,863,894
Client services
Fee options
$0 - $500,000: 1.50% annually $500,001 - $3,000,000: 1.00% annually $3,000,000 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Approximately $350 per hour for financial planning services
Account minimum: $2,000,000 Fee-only: Financial planning services at $350 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
East West Investment Advisors, LLC
Kinsale VA, United States
Number of offices
2
Forms ADV
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