CE
CFA · CFP
CE
CFA · CFP

Coventry Edwards-Pitt

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000
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Location

230 3rd Ave, 6th Floor, Waltham, MA, 02451

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Coventry owns Sew & Bloom, a business designing stationery and home decor products. Coventry also serves as Senior Warden for The Parish of the Good Shepherd, a non-compensated role.

Employment History
Current Registrations
Ballentine Partners
February 2010 - Present · 16 yrs
Previous Registrations
Ballentine Finn & CO INC
March 2004 - February 2010 · 5 yrs 11 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.
Coventry Edwards-pitt - Financial Advisor | TrueAdvisor