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
Stanwood, WA
Credentials
CFP®, Series 63, Series 66
Industry experience
34 years
Set up annual fee for SIMPLE IRA plans is $1,000 unless combined household assets exceed $100,000 or prior to March 15, 2024 (grandfathered).
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00% (all assets over $1,000,000)
Commission-based compensation possible from insurance and annuity products sold by advisor representatives in their separate capacity as insurance agents, not related to advisory fees.
Account minimum: $25,000 (minimum account size, though firm reserves the right to accept accounts lower than this) Fee-only: Fees based on assets under management; no commissions on advisory fees.
Lincoln Investment Planning, Inc.
2009 - Present (17 years)
Elliott Cove Capital Management
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65, Series 66
Oak Harbor, WA
Edward Jones
CFP®, Series 63, Series 66
Arlington, WA
Edward Jones
Series 66
Stanwood, WA
Edward Jones
CFP®, Series 66
Arlington, WA
Edward Jones
CFP®, Series 66
Stanwood, WA
Edward Jones
CFP®, Series 66
Arlington, WA
Edward Jones
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