Alan Dixon Beugg

Kovitz Investment Group Partners, LLC

27 Years of Experience

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Firm Information

Kovitz Investment Group Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

193 advisors

Number of Clients

16,572 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$31.7B

Fee Structure

Kovitz charges fees for investment management services, but the specific fee structure is not detailed in this brochure. For financial planning or consulting services, clients should consult their tax advisor, legal counsel, or other professionals. The brochure mentions that clients can purchase/sell securities without retaining Kovitz, but retaining Kovitz provides customized investment advice tailored to individual needs.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Advisor Information

Office location

7875 Montgomery Road, Suite 42, Cincinnati, OH, 45236

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2009

Settled

Customer Dispute

October 2009

Settled

Customer Dispute

July 2009

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Alan works as a Senior Wealth Advisor for Kovitz Investment Group Partners dba IFAM Capital, providing investment advice to clients. This activity takes nearly full-time hours.