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East West Investment Advisors, LLC

Updated today

Client assets under management

$93,209,973

Clients

47

55% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$1,983,191

About

East West provides investment advisory services and financial planning to individuals, high‑net‑worth clients, trusts, small businesses and charitable organizations. The firm also sponsors and manages the East West Wrap Fee Program, a bundled advisory and trade‑execution arrangement under which clients pay a single wrap fee.

Advisory services are tailored through a detailed client questionnaire and interviews, and most accounts are managed on a discretionary basis according to each client’s objectives and risk tolerance. Portfolio construction uses both fundamental and technical analysis and explicit consideration of economic, political and geopolitical factors, and may include equities, mutual funds, ETFs, fixed income and—when appropriate—options, short sales, margin and other derivatives (with options not identified as a primary strategy).

Distinctive aspects of the firm include its operation of a firm‑sponsored wrap program and its affiliation with an accounting and tax services affiliate (East West Financial Services, Inc.), features that are relatively uncommon among peers. The firm describes itself as fee‑only, generally maintains a $2 million account minimum (while occasionally accepting smaller accounts), and places client assets with a qualified custodian for execution and custody.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$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

Project-based

Approximately $350 per hour for financial planning services

Other

Account minimum: $2,000,000 Fee-only: Financial planning services at $350 per hour

Main office location

East West Investment Advisors, LLC

Kinsale VA, United States

Number of offices

2

Most active in

Virginia

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

John L

Series 65

Kinsale, VA

East West Investment Advisors, LLC

John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.

Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

James D

Series 63, Series 65

Mechanicsville, VA

East West Investment Advisors, LLC

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Executive
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