Covato Capital Management (CCM) offers investment advice and financial planning to clients. CCM's services are tailored to each client’s needs and financial circumstances. CCM offers both discretionary and non-discretionary portfolio management, as well as financial planning and consulting services on a stand-alone basis. CCM may recommend investments in an affiliated fund, creating a conflict of interest.
Assets Under Management$14M
Clients28
Advisors3
Avg. per Client$510K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Fees are negotiable. CCM may combine the account values of family members living in the same household to determine the applicable level of advisory fees to be charged.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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