Covington & Associates provides personalized investment advice to individuals, corporations, pension plans, foundations, and trusts. Covington creates custom portfolios based on each client's risk tolerance and investment goals. Covington invests in stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. Clients have direct access to the advisory team.
Assets Under Management$280M
Clients43
Advisors2
Avg. per Client$6.5M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.5% to 1% depending on the client's individual situation and investment strategy.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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