Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $190 million
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
Fee Disclosure
Source: COVE WM ADV 2A 3-6-2025 (2025-07-28)
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Latest filing: COVE WM ADV 2A 3-12-2026 (2026-03-13)
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Latest filing: COVE WM ADV 2A 3-6-2025 (2026-03-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | $20,000,000 | 0.60% |
| $20,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $4,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $90,000 | 0.90% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 92.35%
- Number of High-Net-Worth Clients
- 49
- Total Client Accounts
- 309
- Discretionary Accounts
- 309
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 114236
- COVE WM ADV 2A 3-12-2026 (2026-03-13) · View brochure text
- COVE WM ADV 2A 3-6-2025 (2026-03-13) · View brochure text
- COVE WM ADV 2A 3-6-2025 (2025-07-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗