Covey Capital provides investment advice and manages investment portfolios for individuals, high net worth individuals, family offices, and foundations. Covey Capital works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. Covey Capital makes discretionary investments on behalf of clients to meet those goals.
Assets Under Management$160M
Clients28
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at Covey Capital's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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