Cove Wealth Management (CWM) provides investment management supported by financial planning and wealth coordination services. CWM tailors financial plans and investment recommendations to each client's unique needs. CWM primarily allocates client assets among mutual funds, exchange-traded funds, individual debt and equity securities, and independent investment managers. CWM also provides wealth coordination services for ultra-high net worth families, collaborating with other professional service providers.
Assets Under Management$170M
Clients86
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable for accounts over $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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