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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- LegacyLegacy
- Established Date
- 07-24-2024
- Office Locations
- 1
Office Locations
About Eastlake Planning LLC
Eastlake Planning LLC is a Dallas, TX registered investment adviser providing fee-based, holistic financial and life planning for young families, small business owners, and retirees. The firm combines cashflow and major-expense modeling with tax-aware planning, benefits and education planning, risk management, retirement planning, and portfolio construction/asset allocation. Investment implementation is largely via public funds and ETFs, with custody support including Altruist.
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Owner & Executives
EVAN MCDANIEL
Chief Compliance Officer, Managing Member
- CRD
- #6491515
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,569,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,569,210 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,569,210
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,295,022,426 | 57.8% |
| Equity - Exchange | $1,675,604,609 | 42.2% |
| Total | $3,970,627,035 | 100.0% |