Timothy Rowe is a registered investment advisor at Covenant Asset Management, LLC, based in Chester, NJ, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 1 more. Their firm serves 623 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the size, nature and complexity of a client's account.
Fee Estimator
Location
125 Maple Avenue, Chester, NJ, 07930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the sole proprietor of Covenant Financial Resources, LLC, where he acts as President and conducts his duties as an Investment Advisor Representative. He also serves as a 50% owner and Managing Member of Covenant Real Estate Ventures, LLC, dedicating minimal time to managing the operations of this real estate business.
Employment History
Current Registrations
Covenant Asset Management, LLC
Previous Registrations
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.
State Registrations1 state
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