Andrew Novak

CFP

Kovitz Investment Group Partners, LLC

10 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

71 S Wacker Drive, Suite 1860, Chicago, IL, 60606

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Regulatory History

Clean regulatory record

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.