Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 to qualify for the 1.00% rate. Otherwise, the tiered schedule applies.
Fee Estimator
Elliott Cove charges a fee based on a percentage of assets under management. Fees are negotiable based on assets, complexity, and the advisor representative. The minimum account size is $25,000, but Elliott Cove reserves the right to accept smaller accounts. There is a $1,000 setup annual fee for SIMPLE IRA plans under $100,000. Clients also pay fees charged by the custodian, Axos Advisor Services. See the table above for the maximum annual fee structure.
Areas of Practice
Advisor Information
Office location
850 E USA Circle, Wasilla, AK, 99654
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Diana works as an Assistant Branch Manager at Northrim Bank since 2006, dedicating nearly full-time hours to leadership, management, sales, operations, and other banking duties.