Covenant Capital Advisors (CCA) offers portfolio management and financial planning to individuals, focusing on tailored services to meet client needs. CCA reviews clients' financial situations, considers goals, and provides investment recommendations. CCA also offers consulting services to defined contribution plans, addressing fiduciary issues and plan design. Additionally, CCA provides financial planning and consultation services on an hourly or project basis.
Assets Under Management$2.6M
Clients8
Advisors1
Avg. per Client$320K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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