Covered Call LLC provides investment management services to individuals. The firm uses strategies developed by David Keller, including fixed income, covered calls, option spreads, and diversified mutual funds or ETFs. Before implementing any strategy, Covered Call LLC consults with clients to determine their investment objectives, resources, and risk tolerance. The firm then creates a statement of principles to guide investment decisions, which may include client-imposed restrictions.
Assets Under Management$27M
Clients21
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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