The Eastrade Asset Management Corporation

Overview

The Eastrade Asset Management Corporation is an independent registered investment adviser that focuses on delivering financial planning and discretionary portfolio management to individuals and small businesses. Founded as a privately owned RIA and registered with the SEC in 2021, the firm structures fees using a mix of percentage of AUM, hourly charges and fixed fees to accommodate both ongoing advisory relationships and project-based planning work. Advisory activity centers on tailored portfolio management and financial planning rather than institutional consulting or multi-state operations. The firm does not position itself as an ESG-driven manager. Investment preference tilts toward equities, with a notable allocation to non‑exchange traded equity positions. The firm manages client relationships primarily on a discretionary basis, which suggests portfolio managers implement allocations and security selection on clients’ behalf within agreed guidelines. Clients are mostly individuals and families, so asset allocation and risk-management decisions are geared to private investor goals and time horizons rather than institutional mandates.

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Location & Offices