East End Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$519,318,894
Clients
318
Advisors
6
of 12 employees
About
East End Financial Group, Inc. is an SEC‑registered advisory firm that serves individuals and high‑net‑worth clients as well as trusts, estates, charitable organizations, municipalities, businesses and retirement plans; the brochure lists $689,219,670 in assets under management across roughly 318 client relationships and a six‑person advisory team. The firm provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting (including Group 401(k) custodial platform services), and can implement strategies through its internal management, unaffiliated Independent Managers, or via the Osaic platform.
EEFG’s investment approach is primarily long‑term and customized to each client, using fundamental, technical and cyclical analysis to build diversified portfolios that typically emphasize low‑cost mutual funds and ETFs but may also include individual equities, fixed‑income securities, annuities, CDs and limited partnerships when appropriate. The advisor conducts ongoing monitoring and rebalancing, may recommend cash positions or targeted reallocations for risk or tax reasons, and serves as a fiduciary when advising ERISA retirement accounts or recommending rollovers.
Notable differences from many peers include an explicit practice of serving municipalities and providing retirement‑plan consulting to plan sponsors—a client type that the brochure identifies as relatively uncommon for team firms. The firm’s regulatory and business disclosures also highlight several industry affiliations and platform relationships (Advisory Persons registered with Osaic, access to Pershing’s institutional platform, and an affiliated insurance agency), which the brochure notes result in economic benefits and commission opportunities that clients should consider when evaluating potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fee financial planning engagements negotiated based on scope and hourly rates
$0 - $500,000: 1.20% (for referred accounts below $500,000) $0 - $2,000,000: 1.00% (standard schedule start) $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25% $0 - $1,000,000: 1.00% (legacy clients start) $1,000,001 - $1,500,000: 0.75% $1,500,001 - $2,000,000: 0.50% $2,000,001+: 0.25% $0 - $500,000: 1.00% (charitable and municipalities start) $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
Certain Advisory Persons earn commissions from broker-dealer, insurance sales, and insurance agency affiliations
Up to $400 per hour for financial planning services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 applies to investment management services Fee-only: Financial planning services offered on hourly basis up to $400/hour or fixed fee negotiated based on scope
Main office
318 Roanoke Ave
Riverhead NY 11901
Advisors at this office
6
Most active in
Florida · New Hampshire · New York · Vermont
Also doing business as
East End Financial Group, Inc. · Kosinski Associates Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Advisors at this firm
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