Covenant Capital Advisors provides comprehensive wealth planning, which includes ongoing portfolio management and financial planning tailored to each client's goals and risk tolerance. Covenant Capital Advisors helps clients build diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and private placements. The firm is led by James Duronio and serves individual private clients, businesses, trusts, and retirement plans. Covenant Capital Advisors focuses on strategic asset allocation with dynamic adjustments to help manage risk and pursue long-term returns. Clients receive ongoing portfolio monitoring and regular reviews, with a minimum portfolio size generally set at $500,000, which can be waived under certain circumstances.
Fee Structure
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 and paid quarterly in arrears based on assets under management.