Covenant Partners provides financial advice and manages investments for individuals, high net worth individuals, and trusts. Covenant works with clients to create a financial outline and investment plan based on their goals and risk tolerance. Covenant manages investment portfolios on a discretionary basis, selecting mutual funds, ETFs, and private investments.
Assets Under Management$1.1B
Clients139
Advisors5
Avg. per Client$7.8M
Avg. per Advisor$220M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.45% |
Selection and monitoring of private investments may be billed on a fixed fee basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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