Christopher Covato is a registered investment advisor at Covato Capital Management, LLC, based in Naples, FL, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 28 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Fees are negotiable. CCM may combine the account values of family members living in the same household to determine the applicable level of advisory fees to be charged.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is a Captain and Simulator Check Airman for Atlas Air Inc., an airline, since 1999. This takes about two-thirds of his time overall, with about a quarter of his time occurring during securities trading hours.
Employment History
Current Registrations
Covato Capital Management, LLC
Previous Registrations
Cs Planning CORP
Covato Capital Management, LLC
State Registrations2 states
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