Cova Private Wealth provides personalized wealth management, investment management, and comprehensive financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Operating as a registered investment advisor, Cova Private Wealth acts as a fiduciary, legally required to put your best interests first. The firm tailors investment portfolios using a mix of individual stocks, bonds, mutual funds, and exchange-traded funds based on your risk tolerance, financial goals, and time horizon. In addition to managing portfolios, Cova Private Wealth offers comprehensive financial planning covering retirement, tax concerns, estate planning, insurance, and college planning. The firm also provides retirement plan consulting services for businesses and utilizes third-party money managers when appropriate to implement specific investment strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fee will not exceed 2.50%. Fees are negotiable based on the representative, client type, portfolio composition, and total assets managed.