Penn Cove Financial provides financial planning and investment management advice. Financial planning services include budgeting, asset acquisition, retirement planning, college funding, tax planning, insurance needs, and estate planning. Investment advice covers stocks, bonds, mutual funds, and other investments. Penn Cove Financial tailors its advice to each client's needs and goals.
Assets Under ManagementN/A
Clients28
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Minimum for using this fee schedule is $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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