Wright Cove Capital provides investment management services to individuals, high net worth individuals, and families. WCC tailors its investment management services to each client's individual needs, objectives, risk tolerance, time horizon, and liquidity needs. WCC manages assets on a discretionary basis and does not manage client assets on a non-discretionary basis.
Assets Under Management$120M
Clients41
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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