Assets Under Management
$581.7M
Number of Clients
230
Number of Advisors
4
Average Client AUM
$2.5M
AUM per Advisor
$145.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sandy Cove Advisors offers wealth management services including discretionary and non-discretionary investment management, financial planning, consulting, consolidated reporting, and selection of other advisors. They tailor advice to individual needs, considering retirement, estate, and investment goals. They also offer Family Office and Wealth Planning services for high-net-worth clients.
| Assets Under Management | 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%.
37 Derby Street, Suite 5, Hingham, MA, 02043