Team Covert provides financial planning services covering various topics like net worth, cash flow, taxes, insurance, retirement, and college savings. They also offer financial consulting on specific topics. For investment management, Team Covert creates customized portfolios using model portfolios and a sub-advisor, AE Wealth Management. They monitor the sub-advisor to ensure adherence to investment style and have the authority to change the sub-advisor if needed.
Assets Under Management$31M
Clients38
Advisors2
Avg. per Client$820K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on the size of the account(s). An additional account maintenance fee may apply. The sub-adviser’s management fee is included in Team Covert's management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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