Cove Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$189,332,703
Clients
89
Advisors
3
of 4 employees
About
Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm works with a mix of high-net-worth and non-HNW clients and commonly serves successful professionals and business owners seeking coordinated financial advice.
The firm builds customized Investment Policy Statements and manages portfolios using a diversified core of low-cost ETFs and mutual funds, supplemented by individual securities and outside Independent Managers when appropriate. CWM emphasizes long-term, fiduciary stewardship, a proprietary process to reduce information overload, and ongoing collaboration with clients to align portfolios with risk tolerance, cash flow needs, and life priorities.
Cove Wealth Management offers a formal Wealth Coordination program that structures collaboration with outside professionals for families with substantial net worth (the brochure cites a $20 million to $500 million range) and charges these services as an additional engagement outside its asset-based advisory work. The firm also engages in community financial education and periodic pro bono workshops, and it does not accept proxy-voting authority for client accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning & Consulting fees range from $5,000 to $10,000, negotiable based on scope and complexity; Wealth Coordination fees range from $1,000 to $25,000 monthly, typically billed monthly or quarterly.
$0 - $5 million: 1.0% $5 million - $10 million: 0.80% $10 million - $20 million: 0.60% $20 million+: Negotiated
Wealth Coordination fees are monthly flat fees ranging from $1,000 to $25,000 based on complexity/client needs, billed monthly or quarterly in arrears.
Minimum fee: Minimum annual Investment Management fee is $5,000 Fee-only: Fee-only investment management supported by financial planning; no commissions received by the firm.
Main office
710 North Post Oak Road, Suite 420
Houston TX 77024-3894
Advisors at this office
3
Most active in
New Mexico · Texas
Also doing business as
Cove Wealth Management · Cove Wealth Management, Inc. · Valued Retirements · Valued Retirements, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jennifer M
CFP®, Series 65
Houston, TX
Cove Wealth Management
Jennifer Migdal is a CFP® with 20 years of industry experience and currently serves at Cove Wealth Management. She previously worked at Valued Retirements for four years and Forthright Financial Planning LLC for 15 years. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, often successful professionals and business owners, using a diversified core of low-cost ETFs and mutual funds supplemented by individual securities and outside Independent Managers.
Sarah M
Series 65
Houston, TX
Cove Wealth Management
Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 12 years of industry experience. She previously worked at Valued Retirements and has been involved with the Julianna Poor Memorial Counseling Center for over a decade. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves a mix of high-net-worth and non-HNW clients, focusing on long-term fiduciary stewardship and customized portfolio management using low-cost ETFs, mutual funds, and outside Independent Managers when appropriate.
Cory M
Series 65
Houston, TX
Cove Wealth Management
Cory Mizell is a financial advisor with Cove Wealth Management in Houston, TX, holding a Series 65 designation and 10 years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has a background with Solvay Chemicals dating back to 2014. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves both high-net-worth and non-HNW clients, focusing on customized investment strategies that incorporate low-cost ETFs, mutual funds, individual securities, and independent managers.
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