South Cove Financial offers comprehensive financial planning and investment management services. Financial planning includes investment, tax, income, and retirement planning, and insurance reviews. Investment management is tailored to individual goals and risk tolerance, using various securities. South Cove Financial acts as a legal fiduciary, prioritizing client interests. They also offer insurance planning services and limited scope consulting services.
Assets Under Management$150M
Clients237
Advisors3
Avg. per Client$610K
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.55% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.30% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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