Cove Financial Planning, LLC
Assets Under Management
$69.8M
Number of Clients
56
Number of Advisors
1
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$69.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Cove Financial Planning manages investment portfolios and provides financial planning. They offer continuous advice based on individual client needs, developing investment plans with asset allocation targets. They also offer comprehensive financial planning, working with clients to develop and implement plans covering areas like cash flow, debt management, college savings, employee benefits, estate planning, insurance, investments, retirement planning, risk management, and tax planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Clients receive ongoing financial planning services included in their annual advisory fee.
Fee Estimator
Areas of Practice
Location
MN, United States
