Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Areas of Practice
Advisor Information
Office location
Two Towne Square, Suite 800, Southfield, MI, 48076
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is the sole owner and Chief Wealth Officer of Integrated Wealth and Tax Strategies, LLC, a consulting and tax advisory business. The business is currently inactive and has no revenue.