Covenant Wealth Advisors offers financial planning and investment advisory services. Financial planning covers a range of topics including cash flow, investments, retirement, estate and gift tax, income tax, debt, education, and insurance. For investment management, Covenant allocates client assets among various investments based on the client's objectives. Covenant does not have discretionary assets under management.
Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Annual fee generally varies between 0.15% and 0.70% depending upon the market value of the assets under management and the type of investment or wealth management services to be rendered. On smaller accounts (e.g. less than $250,000), a minimum fixed fee of $500 per quarter is charged. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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