CNBC Ranking – East Coast Ranked in the Top 100 Fee-Only Wealth Management Firms for Second Year in a Row

We are pleased to report that for the second straight year, East Coast Asset Management was selected by CNBC as one of the Top 100 Fee-Only Wealth Management firms in the country, and one of only four in New England.

The list can be found on CNBC’s web site at the following link:

The ranking methodology scored firms using a proprietary formula that included criteria such as assets under management, professional designations (CFA and CFP), working with third-party professionals such as attorneys and CPAs, average account size, growth of assets, and years in business.

We appreciate the objective criteria used by CNBC and their focus on fee-only firms. We often look at these professional lists with a skeptical eye as many solicit a fee and are little more than advertisement, comingling fee-only wealth management firms, like East Coast, with commissioned brokers. We also appreciate that the rankings highlight firms working with third-party professionals, as the quality and depth of our working partnerships have been integral to helping our clients achieve their wealth management objectives.

ECAM Qtr Yr Illustrations

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