Covenant Wealth Advisors (CWA) offers financial planning and investment management services. CWA helps clients define financial goals and develop strategies to achieve them, including cash flow management, tax planning, investment management, retirement planning, and estate planning. CWA's revenue comes solely from client fees and does not accept commissions or referral fees.
Assets Under Management$910M
Clients523
Advisors11
Avg. per Client$1.7M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Covenant Wealth Advisors offers investment management services where they manage your investments. The annual fee ranges from 0.40% to 1.50% of the value of your portfolio, depending on the amount they manage. The fee may be calculated on combined assets or per account.
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