Covington Investment Advisors offers personalized financial planning and investment management. Services include determining financial objectives, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. Covington is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$890M
Clients236
Advisors5
Avg. per Client$3.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for relationships above $10,000,001 and may vary at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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