Elliott Cove Capital Management offers investment management services using index-like asset allocation portfolios. They work with individuals, for-profit, and non-profit businesses. Elliott Cove also provides retirement plan consulting services to employers, acting as a fiduciary to the plan. They help clients determine their suitability, risk tolerance, and time horizon to choose the correct asset allocation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 of first $250,000 at 1.50% and the next $750,000 at 1.25%. Fees are negotiable based on the value of assets under management, complexity of the client's situation, the advisor representative providing services, and other factors determine between the firm and the client.