Cove Private Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. Their main service is Comprehensive Portfolio Management, which includes asset management and financial planning to help clients meet their financial goals. They also offer retirement plan consulting to employer plan sponsors, assisting with establishing, monitoring, and reviewing company retirement plans. Cove Private Wealth tailors investment advice to each client's needs and risk tolerance.
Assets Under Management$460M
Clients95
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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