Eastsound Capital Advisors, LLC

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Total assets under management

$167,704,000

Total clients

263

19% high-net worth

Total advisors

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$637,658

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning fees typically range from $750-$5,000 per plan; a more specific range of $1,500-$2,500 per plan is also noted

Project-based

$150 to $500 per hour billed upon completion

Other

Account minimum: $100,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Main office location

Eastsound Capital Advisors, LLC

Eastsound WA, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram YouTube Website 360-317-4688

Advisors at this firm

Jeffrey P

CFA®

Eastsound, WA

Eastsound Capital Advisors, LLC

Niels M

Series 65

Morgan Hill, CA

Eastsound Capital Advisors, LLC

Clifton H

Series 63, Series 66

Lakewood, CO

Eastsound Capital Advisors, LLC

Mark T

Series 63, Series 65

Morgan Hill, CA

Eastsound Capital Advisors, LLC

Gregory S

Series 63, Series 66

San Francisco, CA

Eastsound Capital Advisors, LLC

Robert H

Series 63, Series 65

Medfield, MA

Eastsound Capital Advisors, LLC

James M

ChFC®, Series 63, Series 66

Morgan Hill, CA

Eastsound Capital Advisors, LLC

Eric B

Series 63, Series 66

Broomfield, CO

Eastsound Capital Advisors, LLC

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