Maiden Cove Capital provides investment management and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or other business entities. Maiden Cove manages portfolios based on client objectives, using a tactical allocation strategy. They may recommend other advisors and provide investment consulting and general business consulting services.
Assets Under Management$120M
Clients49
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Regardless of the account’s market value, there is a minimum annual fee of $3,500. Fees and the minimum account requirement may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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