AC
CFP
AC
CFP

Andrew Cove

22 Years of Experience
Hastings, MI
1 DisclosureBroker

Andrew Cove is a CFP-designated registered investment advisor at Edward Jones, based in Hastings, MI, with 22 years of industry experience. Andrew 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 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

421 W Woodlawn Ave, Hastings, MI, 49058

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2016
Final
Other Business Activities

Andrew is the Robotics Coordinator for Thornapple Kellogg Schools, starting in 2017. This requires minimal time commitment.

Employment History
Current Registrations
Edward Jones
October 2017 - Present · 8 yrs 7 mos
Edward JonesBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - September 2017 · 3 yrs 8 mos
Cetera Investment Services LLCBroker
October 2010 - September 2017 · 6 yrs 11 mos
Cetera Investment Services LLC
October 2010 - January 2014 · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
June 2010 - October 2010 · 4 mos
Raymond James Financial Services, INC.Broker
August 2007 - October 2010 · 3 yrs 2 mos
Edward JonesBroker
March 2007 - July 2007 · 4 mos
Edward JonesBroker
April 2003 - January 2007 · 3 yrs 9 mos
State Registrations22 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Cove - Financial Advisor | TrueAdvisor