Islands East Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,087,215
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$154,361
About
Islands East Advisors serves individual households (including high‑net‑worth clients listed in its brochure), nonprofit organizations, and employer plan sponsors with financial planning, portfolio management, and retirement plan consulting and management. The firm operates on a fee‑only, percentage‑of‑assets basis and offers both ongoing and project‑based planning engagements alongside discretionary investment management.
The adviser develops client‑specific investment policies and uses modern portfolio theory together with fundamental and cyclical analysis to set asset allocation targets, employing passive index funds and income‑producing securities as appropriate. It accepts discretionary trading authority for client accounts, provides retirement plan management that the brochure describes as acting in an ERISA 3(38) investment manager capacity, and can advise on “held‑away” accounts using Pontera Solutions to effect allocation changes in 401(k)s, 529s, variable annuities, and similar accounts.
Noteworthy differences from many peers include the firm’s explicit offering of educational seminars and speaking engagements delivered on an “as announced” basis, and a stated focus on retirement plan services and nonprofit clients—areas the brochure highlights as part of its ongoing services. The firm also relies on specific custodial platforms (Charles Schwab and Altruist) and third‑party tools for held‑away account access, a combination of operational choices that is less common among independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Retired
Founder/Business Owner
Fee options
Initial financial planning fee up to $500; recurring fixed fees for ongoing financial planning from $300 to $1,500 quarterly.
$0 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.30%
$200 per hour for Project-Based Financial Planning.
Fee-only: Financial planning fees: Initial setup fee up to $500, recurring fixed fees ranging from $300 to $1,500 quarterly (waived if client has investment management with at least $750,000 AUM), Project-based financial planning at $200/hour.
Main office location
Islands East Advisors
1563 Postal Road, Ste 3 B C2
Chester MD 21619, United States
Number of offices
1
Most active in
Islands East Advisors has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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