CovingtonAlsina offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. CovingtonAlsina also provides pension consulting services to employee benefit plans. Financial planning services include investment, insurance, tax, retirement, education, and debt/credit planning. They also offer Core and Choice Program Service packages for portfolio management clients.
Assets Under Management$280M
Clients1,241
Advisors5
Avg. per Client$230K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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