Cove Street Capital (CSC) offers portfolio management services to institutional and high-net-worth clients, tailoring strategies to individual needs and goals. CSC manages investments on a discretionary basis, focusing on publicly traded securities. CSC also has sub-advisory relationships with WRAP and UMA program sponsors. A minimum of $5 million is required for CSC's management services, though this may be negotiable.
Fee Structure
Cove Street Capital's annual portfolio management fees range from 0.40% to 1.25% of the value of your portfolio. The fees are generally paid monthly or quarterly, either in advance or after the services are provided. The specific fee schedule can be negotiated and may vary based on the type of client, investment strategy, and advisory arrangement. A minimum of $5 million in assets is generally required for management services, but this may be negotiable.