Horse Cove Partners offers investment management to individuals and institutions through separately managed accounts. Horse Cove determines the specific securities to buy or sell without prior approval. Horse Cove also provides financial planning services covering asset allocation, budgeting, debt management, college planning, retirement analysis, and insurance needs analysis. Clients are not obligated to act on the recommendations.
Fee Structure
Horse Cove Partners charges a management fee of no more than 2.5% per year. The fees are calculated daily based on the prior business day’s ending balance of your portfolio. The total fees are annualized and assessed based on weekdays, excluding U.S. federal holidays. Separately Managed Accounts may negotiate which fee structure they prefer.