Ann Covington is a CFP-designated registered investment advisor at Covingtonalsina, based in Jacksonville, FL, with 22 years of industry experience. Ann 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 1,241 clients with $280M 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 $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
2114 Oak Street, Jacksonville, FL, 32204
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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 ActivitiesSells Insurance
Ann sells fixed life, health, disability, long term care insurance and fixed annuities, dedicating about 10-20% of her time to this activity. She also owns The Annapolis Cotillion, LLC, offering dance and etiquette lessons, and CovingtonAlsina Tax Services, LLC, offering tax preparation services, and KC Holdings, LLC, owning commercial real estate.
Employment History
Current Registrations
Covingtonalsina
Previous Registrations
LPL Financial LLC
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
World Group Securities, INC.Broker
State Registrations3 states
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.