Mitchell Kovitz is a registered investment advisor at Focus Partners Wealth, LLC, based in Chicago, IL, with 36 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
10 S Wacker Drive, Suite 2600, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is the CEO and Investment Officer at Kovitz Investment Group, dedicating full-time hours to this role. He also serves as Chairman and head of the Investment Committee at Chicago Capital Partners Management, LLC, spending a few hours per week. Additionally, Mitchell is Vice Chairman at Focus Financial Partners and a Manager at Greenwood Land Holdings Manager, LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Kovitz Investment Group Partners, LLC
Kovitz Securities, LLCBroker
Kovitz Investment Group, LLC
Rothschild Investment Corporation
Rothschild Investment CorporationBroker
State Registrations2 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.