How does the advisor help clients – Key Takeaways:
Covered Edge Asset Management, LLC is a financial advisory firm that provides personalized investment strategies and financial planning services to its clients. With years of experience and a team of highly qualified advisors, Covered Edge Asset Management, LLC is a trusted source for financial guidance and expertise.
In this article, information about the firm’s assets under management, number of advisors, services offered, types of clients and fees & compensation will be discussed in detail. Additionally, key insights and facts about the background of the firm and important disclosures for clients to know will also be included.
Facts and Insights
Covered Edge Asset Management, LLC was founded in 2005 and has been in business for 16 years. The firm currently has 50 advisors on staff who specialize in creating customized portfolios for each individual client.
The firm’s main focus is on wealth management and retirement planning, but they also provide a range of other financial services such as tax planning, estate planning, and insurance planning.
Covered Edge Asset Management, LLC prides itself on staying up-to-date with industry trends and changes in the market. Their advisors undergo continuous training and education to ensure that they are always providing the best possible advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50 | 16 years |
Financial Services Offered
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
Covered Edge Asset Management, LLC works with a diverse range of clients including individuals, families, and small businesses. Their services are tailored to the specific needs and goals of each client, regardless of their wealth or financial knowledge.
Fees & Compensation
Covered Edge Asset Management, LLC operates on a fee-based compensation structure. This means that their advisors are paid a percentage of the client’s assets under management, rather than earning commissions on specific investments or transactions. This aligns the firm’s interests with those of their clients, as the advisors are incentivized to grow and protect the client’s assets.
Background
Covered Edge Asset Management, LLC was founded by a team of experienced financial advisors with the goal of providing personalized financial guidance to clients. They pride themselves on their proactive approach to investing, using a combination of asset allocation and risk management techniques to create customized portfolios for each individual.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or relevant disclosures from their financial advisors. Some disclosures for Covered Edge Asset Management, LLC include:
- The firm or its affiliates may have a financial interest in certain securities recommended to clients.
- The firm or its affiliates may receive compensation from third-party providers for recommending their services to clients.
- The firm’s advisors may also be licensed insurance agents and may earn commissions for recommending certain insurance products to clients.
- Covered Edge Asset Management, LLC and its representatives are registered with the Securities and Exchange Commission (SEC) and are subject to regulatory oversight.