Sandy Cove Advisors provides wealth management services, including investment management (both discretionary and non-discretionary) and financial planning. They tailor their advice to individual client needs, considering retirement, estate, and other planning needs. They also offer consulting services, consolidated reporting, and selection of other advisors. Sandy Cove manages assets for wealthy individuals and families, and has a process to mitigate potential conflicts of interest.
Assets Under Management$580M
Clients230
Advisors4
Avg. per Client$2.5M
Avg. per Advisor$150M
www.sandycoveadvisors.com ·www.linkedin.com/company/sandy-cove-advisors-llc ·www.facebook.com/sandy-cove-advisors-llc-148176...
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships under $500,000 are charged 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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