Cove is an internet-only investment advisor that operates through a mobile app. The app incentivizes saving and investing in low/medium-risk assets by allowing users to acquire in-app representations of investments in certain ETFs. Users link an external bank account to fund their account and must manually approve all trades. Cove offers curated groupings of ETFs aligned to different client risk profiles. Clients cannot directly contact Cove for investment advice but can contact them for technical and customer service issues.
Assets Under ManagementN/A
Clients2,127
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Cove reserves the right to charge a lower amount than this to clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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