Thomas Kovach
Thomas Kovach is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dublin, OH, with 24 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5990 Wilcox Pl Ste B, Dublin, OH, 43016
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Thomas acts in a fiduciary capacity for the Jack and Frances Kovach Irrevocable Trust. He also is involved with Clifton Park and Crump Vendors for Term, selling non-variable insurance, dedicating minimal time to each activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 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.
Exams
More Advisors
- Thomas Harrington, CFPLPL Financial LLC
- Anthony Campagni, CFPLPL Financial LLC
- Craig Forsberg, CFPLPL Financial LLC
- Olin Johanssen, ChFCLPL Financial LLC
- Stephen AngelisLPL Financial LLC
- Kelly Burke, CFPLPL Financial LLC