Covenant Investment Solutions offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management services, investing in stocks, bonds, mutual funds, and ETFs. Covenant Investment Solutions works with individuals, high net worth individuals, charitable organizations, and corporations.
Assets Under Management$8.4M
Clients8
Advisors1
Avg. per Client$1M
Avg. per Advisor$8.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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