Elliott Cove Capital Management
Assets Under Management
$307.8M
Number of Clients
711
Number of Advisors
10
Average Client AUM
$433K
AUM per Advisor
$30.8M
Compensation
Fee-Only (AUM)
About This Firm
Elliott Cove Capital Management provides asset management services through its core portfolios, retirement plan advising as an ERISA 3(38) or 3(21) fiduciary, and retirement plan rollover recommendations. They utilize Axos Advisor Services as custodian and focus on determining client suitability and risk tolerance.
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
Location
1000 Second Avenue, Suite 1440, Seattle, WA, 98104