Sandy Cove Advisors is a registered investment advisor based in Hingham, Massachusetts, offering comprehensive wealth management, investment management, and financial planning services. The firm provides discretionary and non-discretionary portfolio management, tailoring strategies to each client's risk tolerance and investment objectives. Sandy Cove Advisors integrates retirement, tax, and estate planning into its wealth management approach, and also offers specialized family office services for high-net-worth clients, including tax planning, trustee oversight, lifestyle management, and generational wealth transfer. Investment strategies incorporate quantitative screening, fundamental analysis, and long-term or short-term purchases across equities, bonds, mutual funds, exchange-traded funds, and private investments. The firm emphasizes a fiduciary commitment to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships under $500,000 are charged 1.25%. Fees are negotiable depending on individual client circumstances.