Covenant Asset Management offers investment advisory services, aiming to help clients optimize their financial objectives. They combine independent research with personalized service, providing clients with transparency and direct access to decision-makers. Covenant manages assets on both a discretionary and non-discretionary basis and offers financial planning services, either as part of investment management or as a separate service.
Assets Under Management$620M
Clients623
Advisors10
Avg. per Client$1M
Avg. per Advisor$62M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the size, nature and complexity of a client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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