Chase Abell is a registered investment advisor at Cedar Cove Wealth Partners, based in Freeman, SD, with 2 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 1,861 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Cove Wealth Partners' annual investment management fee is based on the value of your portfolio. The fee can be a fixed percentage, a fee on total assets, a fixed dollar amount, or a tiered fee schedule. The annual fee ranges up to 2.0%, and is charged quarterly in advance.
Location
Freeman, SD
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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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Chase is doing business as Cedar Cove Wealth Partners, a DBA for Thrivent Advisor Network, LLC business, since 2019.
Employment History
Current Registrations
Cedar Cove Wealth Partners
Previous Registrations
Thrivent Advisor Network, LLC
State Registrations1 state
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