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East West Investment Advisors, LLC

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Client assets under management

$93,209,973

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Clients

47

55% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

24

Low

Average account size

$1,983,191

About

East West Investment Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, small businesses, trusts and estates. It offers a Private Wealth Management program for larger accounts and a Navigator Program aimed at emerging investors who do not meet the wealth threshold for the private program.

The firm typically manages client relationships on a discretionary, goals‑based basis, combining fundamental and technical security analysis with attention to economic and geopolitical conditions. Portfolios may include ETFs and mutual funds and, where appropriate, use more active techniques such as covered calls, other option strategies, short sales, margin and other derivatives; the firm also implements third‑party model portfolios through its Schwab custodial platform.

Compared with many peers, East West is notable for sponsoring and managing a wrap‑fee program in which it absorbs certain transaction charges and for its affiliation with a non‑advisory accounting and tax services firm that provides separate accounting and tax work to clients. The firm operates with a small advisory team while managing roughly $95 million in discretionary assets across about fifty clients and generally requires use of its primary custodian platform to implement certain model portfolios.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy Retirement withdrawal strategies Options & derivatives strategies Wealth management

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Project-based

Generally $350 per hour for financial planning services.

Other

Account minimum: $25,000 Fee-only: Advisory fees are asset-based and fees for financial planning charged at $350/hour.

Main office location

East West Investment Advisors, LLC

Kinsale VA, United States

Number of offices

2

Most active in

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Virginia

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure

Quick links

703-883-0770 X208

Advisors at this firm

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John L

Series 65

Kinsale, VA

East West Investment Advisors, LLC

John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.

Charitable giving & philanthropy Retirement withdrawal strategies Options & derivatives strategies Wealth management
user avatar

James D

Series 63, Series 65

Mechanicsville, VA

East West Investment Advisors, LLC

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Charitable giving & philanthropy Retirement withdrawal strategies Options & derivatives strategies Wealth management
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