Cove Capital Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Cove Capital Management creates an Investment Policy Statement for each client to help select a suitable portfolio. Cove Capital Management generally limits its money management to equities, options, bonds, mutual funds, fixed income products, ETFs, REITs, exchange traded partnerships, and government securities.
Assets Under Management$23M
Clients29
Advisors1
Avg. per Client$780K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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