Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
43 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$279.5M

Fee Structure

Covington charges an annual investment advisory fee ranging from 0.5% to 1% of assets under management, depending on the client's individual situation and investment strategy. Fees are charged at the end of each quarter, calculated by multiplying the client's ending portfolio balance by the appropriate percentage (.125% - .25%). There are no fixed-term contracts, and either party may cancel the agreement in writing at any time.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

597 Westfield Ave, Westfield, NJ, 07090-3300

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Covington & Associates, INC.
July 2015 - Present · 10 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.