James
Crockett
East Coast Asset Management, LLC
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About this Advisor
James Crockett is a financial advisor who works in Essex, Massachusetts who has 5 years of industry experience. Crockett is an employee of East Coast Asset Management, LLC. Crockett has gained experience at East Coast Asset Management LLC, Boston College, Boston College International Exchange and Neshl. Crockett has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Massachusetts. East Coast Asset Management, LLC is a registered investment business that has its headquarters in Essex, MA. The firm has offices in two locations and a total of eight financial advisors. It manages $513 million in total assets among its 356 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 356 customer accounts, 58% are associated with high-net-worth clients who have at least $1 million in investable assets. The company has a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types charged by East Coast Asset Management, LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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East Coast Asset Management, LLC Brokerage Details
$513,359,593
8
356
$1,442,021
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Crockett Work History
James has been registered as a financial advisor for 5 years.*
East Coast Asset Management LLC
Boston College International Exchange
Boston College
Neshl
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Crockett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at East Coast Asset Management, LLC
Essex, MA
Essex, MA
Essex, MA
Essex, MA
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