Carolyn Horadan is a registered investment advisor at South Cove Financial, LLC, based in Henderson, NV, with 12 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 237 clients with $150M 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 $2.0M | 1.55% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.30% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Location
Henderson, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
South Cove Financial, LLC
Previous Registrations
Crescita Capital LLC
Highland Private Wealth Management
State Registrations1 state
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