David Kover is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Naples, FL, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
780 Fifth Ave South, Suite 200, Naples, FL, 34102
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Regulatory History (1)
Customer Dispute
November 1998Other Business Activities
David is involved with several organizations, including a professional association (FPA), OneDigital Investment Advisors LLC as an IAR, and his HOA as treasurer. He also manages two shell companies and another company for business expenses, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
First Heartland Capital, INC.Broker
First Heartland Consultants, INC.
Marquis Financial Services, INC.Broker
Pinnacle Financial Consultants, INC.Broker
Invest Financial CorporationBroker
Elan Investment Services, INC.Broker
Transamerica Financial Resources, INC.Broker
First Colonial Investment Services, INC.Broker
Olde Discount CorporationBroker
Lehman Brothers INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.