Jeffrey Whalen is a registered investment advisor at Cove Private Wealth, LLC, based in Oyster Bay, NY, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $460M 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
44 Yellow Cote Rd., Oyster Bay, NY, 11771
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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
Cove Private Wealth, LLC
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations1 state
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