Eastlake Planning LLC

Overview

Eastlake Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, delivering financial planning and portfolio management for individual clients and small businesses. Its fee model combines asset-based fees and fixed-fee engagements. Eastlake does not identify as an ESG investor, is not positioned as a multi-state adviser or pension consultant, and does not operate as a capital allocator directing client capital into third-party alternative fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives