Kovitz Investment Group Partners, LLC
Assets Under Management
$31.7B
Number of Clients
16,572
Number of Advisors
193
Average Client AUM
$1.9M
AUM per Advisor
$164.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kovitz provides discretionary investment advice to individuals and institutions, primarily investing in equities and fixed income securities. They consult with clients to understand their financial situation and recommend an initial target asset allocation. Kovitz also offers wealth management and financial planning services. They have multiple locations throughout the United States.
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
Location
71 S Wacker Drive, Suite 1860, Chicago, IL, 60606