Elliott Cove Capital Management offers continuous investment management services using index-like asset allocation portfolios made up of mutual funds and exchange-traded funds. Elliott Cove focuses on building portfolios tailored to each client's risk tolerance, time horizon, and financial goals, relying on academic research and the efficient market hypothesis rather than individual stock picking or market timing. In addition to individual wealth management, Elliott Cove provides retirement plan consulting and fiduciary services to employers and pension plans. The firm works closely with Axos Advisor Services as the primary custodian for client accounts. Elliott Cove is owned and operated by Ralph D. Chiocco Jr. and is based in Seattle, Washington.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined household assets totaling $1,000,000 or more qualify for the 1.00% flat rate on all assets. Fees are negotiable based on account size, complexity, and other factors.