Tammy Kosa is a registered investment advisor at Elliott Cove Capital Management, based in Fairbanks, AK, with 20 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 670 clients with $350M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined household assets totaling $1,000,000 or more qualify for the 1.00% flat rate on all assets. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
Northrim Bank Fairbanks Financial Center, 360 Merhar Ave, Fairbanks, AK, 99701
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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 →Employment History
Current Registrations
Elliott Cove Capital Management
State Registrations1 state
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
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