Danna Raube is a registered investment advisor at Horse Cove Partners LLC, based in Atlanta, GA, with 17 years of industry experience. Danna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horse Cove Partners charges a management fee of no more than 2.5% per year. The fees are calculated daily based on the prior business day’s ending balance of your portfolio. The total fees are annualized and assessed based on weekdays, excluding U.S. federal holidays. Separately Managed Accounts may negotiate which fee structure they prefer.
Location
1899 Powers Ferry Rd Se, Suite 120, Atlanta, GA, 30339
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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.
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Danna works part-time as an administrative assistant for Financial Identity Advisors, Inc., focusing on appointment setting and client servicing. This takes about half of Danna's time.
Employment History
Current Registrations
Horse Cove Partners LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.