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
520 Lake Cook Rd, Suite 520, Deerfield, IL, 60015
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 a partner at Power of the Golf Ball, an indoor golf center, and occasionally helps with business activities, dedicating a few hours per week. He also spends about 10-20% of his time on golf product sales for A David Co. and a few hours per week consulting for Rotunda Strategy/MGM Golf Consulting.