ABOUT

Eastlakes Capital Advisors is a CPA-owned, independent Registered Investment Adviser (RIA) providing clients with comprehensive financial advice that they can trust.   We are dedicated to helping you create the financial future you desire – one that is realistic, understandable to you, achievable without taking undue risks, and based upon the goals that you and your family find most important.  We are based outside of Philadelphia and serve clients across the country.  

 

Many advisors today are able to describe their services as “fee-based” or even “fee-only” because of the confusing and disjointed way that current industry regulations are written. Brokers and other advisors are compensated, directly or indirectly, based on sales of financial products which may or may not be in their clients’ best interests.  

 

As an RIA, we are obligated by law to work on a fiduciary basis, always acting in our clients’ best interests.  We work on a strictly fee-only basis in the truest sense of the words.  As an independent company we are accountable only to our clients, without any conflicts of interest coming from serving the corporate goals of a large bank, stockbroker, insurer, mutual fund company or other financial services provider. Because we have very low overhead we are able to provide our services at an affordable cost, but have access to the same tools, research and technology that larger companies use.

 

We typically work on a retainer fee basis based upon the size of a client’s investment portfolio and the complexity of their overall financial situation.  This one fee, payable quarterly and tax deductible to the full extent of the law, covers all financial needs, including a comprehensive financial plan which is reviewed and updated with you at least annually, professional goals-based investment management, and tax planning and return preparation. 

 

As a client, you are also able to call, text or email us at any time to discuss any financial related matters without additional charge.  This includes education and retirement funding, insurance needs, estate issues, employee or executive compensation plans, and buying or selling a home, a business or a car, to name a few.  If any of these issues require extensive analysis or meetings, we will quote you a fee estimate for additional services before charging any additional fees.  However, our experience is that many clients are often able to handle matters themselves after the guidance we provide.