Cove Fort Capital offers investment advice and financial planning to individuals and other account types. Their investment approach favors long-term value investing, potentially including international equities and fixed-income securities. They may use various analysis methods, including fundamental, technical, research-based, and quantitative analysis. Financial planning services cover a range of retirement-related matters. Cove Fort Capital manages investments on a discretionary basis.
Assets Under Management$5.2M
Clients79
Advisors2
Avg. per Client$66K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Performance-based fees may apply to certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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