Warren Covert is a registered investment advisor at Global Fiduciary Partners, based in Dallas, TX. Warren 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, Investment Management, Retirement Planning. Their firm serves 1 clients with $54K 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 | 1.00% |
Fees are negotiable at the Advisor’s discretion. The Firm may consider total assets under management (AUM) across all related accounts when setting the fee. The Firm generally requires a minimum annual fee of $2,000, which the Advisor may waive at their discretion. Fees will never exceed 3% of AUM.
Fee Estimator
Location
539 W. Commerce St, #1042, Dallas, TX, 75208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Global Fiduciary Partners
State Registrations1 state
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