A complete list of active advisors currently associated with Eastgate Capital Advisors LLC

Warmer can help you find a great advisor at Eastgate Capital Advisors LLC or one who fits your needs even better.

Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm’s four-advisor team manages roughly $271 million across about 55 client relationships and provides comprehensive wealth management including investment management, financial planning, trust and estate planning, and investment-related tax planning. The firm customizes portfolios using modern portfolio theory and a mix of mutual funds, ETFs, separate managers, and select private or options strategies, and it offers both discretionary and non-discretionary management subject to client-imposed restrictions. Eastgate also provides family office services — including private investment administration, bill payment, medical invoice reconciliation, and customized reporting — either through its staff or via contractors under separately negotiated arrangements. Eastgate discloses that a firm principal may provide legal services to advisory clients under a separate written agreement and emphasizes that the adviser itself is not a law firm, a relationship the brochure identifies as a potential conflict of interest. The firm reports approximately $168 million in discretionary and $103.6 million in non-discretionary AUM and notes that two client families represent a material portion of its assets and revenues, disclosures that distinguish its business model from many peers.

To learn more about the advisors currently working at Eastgate Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.