Jeffrey Covert is a CFP-designated registered investment advisor at Team Covert, LLC, based in Auburn Hills, MI, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 38 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on the size of the account(s). An additional account maintenance fee may apply. The sub-adviser’s management fee is included in Team Covert's management fee.
Fee Estimator
Location
2701 Cambridge Ct, Suite 401, Auburn Hills, MI, 48326
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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
Jeffrey is the owner, CPA, and insurance agent at Team Covert Financial & Tax Planning Group, LLC, focusing on tax planning services and insurance sales since June 2024. This takes about a quarter of his time, including time during securities trading hours.
Employment History
Current Registrations
Team Covert, LLC
Previous Registrations
Wealth for You Financial, LLC
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.
State Registrations1 state
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