About EAST BEACH ASSET MANAGEMENT, LLC
EAST BEACH ASSET MANAGEMENT, LLC is an independent financial services firm dedicated to providing personalized strategies and solutions to their clients. With an experienced team of advisors, EAST BEACH ASSET MANAGEMENT, LLC offers a range of financial services to help clients achieve their long-term goals.
How does the advisor help clients – Key Takeaways:
- Customized personal and business financial strategies
- Expertise in investment management and financial planning
- Committed to providing exceptional client service
- Continued education and training to stay up-to-date with industry trends and strategies
Facts and Insights
EAST BEACH ASSET MANAGEMENT, LLC has been in business for over 15 years, providing clients with effective financial solutions. Their experienced team of advisors, with a combined experience of over 50 years, offers a depth of knowledge and expertise to guide clients towards their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 5+ | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Services
- Business Succession Planning
Client Types
- Individuals
- Small Business Owners
- High Net Worth Individuals
- Retirees
- Corporate Executives
- Trusts
- Foundations
- Endowments
Fees & Compensation
EAST BEACH ASSET MANAGEMENT, LLC operates on a fee-based compensation structure, which means their advisors are not paid on commission. This ensures that their recommendations are based solely on the best interests of their clients and not influenced by potential financial gains for the firm. They are transparent about their fees and work with each client to create a customized fee structure for their unique needs and financial situation.
Background
EAST BEACH ASSET MANAGEMENT, LLC was founded by two financial experts who wanted to create a firm that prioritized personalized and uncompromising advice for their clients. Today, they have a team of dedicated and experienced advisors who work collectively to provide the best financial solutions for their clients’ individual situations.
Financial Advisor Disclosures to Know
- EAST BEACH ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission.
- Some of their advisors may also have other professional certifications and designations, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
- For more information on their advisors, including any disciplinary actions, visit the SEC’s Investment Adviser Public Disclosure website.