Assets Under Management
$307.8M
Number of Clients
711
Number of Advisors
10
Average Client AUM
$433K
AUM per Advisor
$30.8M
Compensation
Fee-Only (AUM)
Elliott Cove Capital Management provides ongoing supervision over client accounts. They manage investments based on the client's financial situation, objectives, and risk tolerance, primarily using Dimensional Fund Advisors mutual funds and ETFs. They also offer retirement plan consulting services to employers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined assets per fee family must total $1,000,000 or more and will be adjusted if total falls below $1,000,000 back to the tiered schedule.
1000 Second Avenue, Suite 1440, Seattle, WA, 98104