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Elliott Cove Capital Management

Updated today

Total assets under management

$307,782,769

Total clients

625

3% high-net worth

Total advisors

8

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

78

Average account size

$492,452

Client services

Portfolio management

Fee options

Fixed

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).

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00% (all assets over $1,000,000)

Commissions

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.

Other

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.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Elliott Cove Capital Management

1000 Second Avenue, Suite 1440

Seattle WA 98104, United States

Number of offices

10

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