Vicki Kovach
Vicki Kovach is a CFP-designated registered investment advisor at Certified Advisory CORP, based in Altamonts Springs, FL, with 27 years of industry experience. Vicki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,496 clients with $2.7B 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 | 1.50% |
Annual fee not to exceed 1.5%. Minimum quarterly fee of $250. Fees are negotiable. For automated investment advisory services through Betterment, the annual fee is an asset-based fee not to exceed 1.50%, shared between Certified Advisory Corp and Betterment.
Fee Estimator
Location
1111 Douglas Avenue, Altamonts Springs, FL, 32714
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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
Vicki is the Owner/President of VDK Financial Services, Inc. and spends a few hours per week on this. She is also the Vice President/Secretary of D.A. Holt, Inc. and Manager of US 19, LLC, both property leasing businesses, dedicating minimal time to each. Vicki also sells insurance and provides financial planning services.
Employment History
Current Registrations
Certified Advisory CORP
Previous Registrations
Fortune Financial Services, INC.Broker
Maitland Securities, INC.Broker
Transam Securities, INC.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Wma Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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.