David Kovach
David Kovach is a ChFC-designated registered investment advisor at Creative Planning, based in Berwyn, PA, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA, 19312-1178
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
March 2014Other Business ActivitiesSells Insurance
David is involved with Kistler-Tiffany Companies, LLC to resolve remaining issues from before its acquisition by Creative Planning. He is also the president of KTA Funding Hope Foundation, a charitable organization, dedicating minimal time, and has been a sole proprietor agent selling life insurance through NY Life Ins. Co./Various Life Ins. since 1992, spending about 10% of his time on this.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Apw Capital, INC.Broker
Cambridge Investment Research, INC.Broker
Kistler-Tiffany Advisors
Capital Analysts, IncorporatedBroker
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.
Exams
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