Alder Cove Capital provides investment advice and financial planning to individuals and high-net-worth individuals. Services include full-service financial planning and ongoing portfolio management. The firm acts as a fiduciary, putting client interests first. Alder Cove Capital also uses Betterment Advisor Solutions as a preferred custodian.
Assets Under Management$10M
Clients25
Advisors1
Avg. per Client$420K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Portfolio Management Services fees are negotiable, and may be waived, in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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