Mark Kovacs
Mark Kovacs is a registered investment advisor at Osaic Wealth, INC., based in Uniontown, PA, with 34 years of industry experience. Mark 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
30 East Main Street, Suite 200 F, Uniontown, PA, 15401
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Mark works as an independent insurance agent for various companies, offering fixed life insurance and annuity products. This takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Bpu Investment Management INC.Broker
Bpu Investment Management, INC.
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations12 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.