The Eastrade Asset Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,953,162
Total clients
61
59% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$622,183
About
The Eastrade Asset Management Corporation provides investment advisory and portfolio management to a mix of individual clients, trusts, estates, corporations, retirement plans, and charitable organizations. It delivers both discretionary and non-discretionary asset management and also accepts limited consulting engagements on specific investment-related matters billed separately.
The firm relies primarily on fundamental analysis and implements both long-term and short-term purchase strategies to construct individualized portfolios, permitting clients to impose reasonable investment restrictions. It serves as a fiduciary for retirement accounts and performs periodic account reviews as described in its advisory agreements.
What is distinctive for this firm is its explicit work with charitable organizations and pension or profit-sharing plans, client types that are relatively uncommon among independent advisers in its category. The brochure also notes operational practices that differ from many peers, including executing client trades individually rather than aggregating block trades, not taking custody of client assets, and not receiving soft-dollar benefits.
Client services
Expertise
Fee options
Between $1,000 and $4,000
$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
$100 to $250 per hour
Main office location
The Eastrade Asset Management Corporation
Briarcliff Manor NY, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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