Advisor at Elliott Cove Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elliott Cove Capital Management
Location
Anchorage, AK 99503
Credentials
Series 63, Series 65
Industry experience
3 years
Vili Isaloi is a financial advisor at Elliott Cove Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he assists his nephew with special needs through Hearts and Hands of Care, a personal care assistant activity. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification, primarily using index-type mutual funds and ETFs, and maintains a specialized institutional retirement-plan practice offering fiduciary services.
Based on Elliott Cove Capital Management
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00% (flat rate for combined assets over $1,000,000)
Account minimum: $25,000 Minimum fee: $1,000 annual startup fee for SIMPLE IRA plans under $100,000, waived once assets exceed $99,999 Fee-only: Investment management fees based on percentage of assets under management; fees negotiable; no commissions
Northrim Bank West Anchorage Branch, 2709 Spenard Road
Anchorage, AK 99503
Alaska
Wells Fargo Clearing
2022 - Present (4 years)
Hearts and Hands of Care
2019 - Present (7 years)
Wells Fargo Bank, nA
2013 - Present (13 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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