MK
MK
Matthew Kovalcik
24 Years of Experience
Bluffton, SC
2 Disclosures
Matthew Kovalcik is a registered investment advisor at Kovalcik & Geraghty Wealth Partners LLP, based in Bluffton, SC, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 277 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
277 clients
Average Client Portfolio
$968K average
Assets Under Management
$268.1M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
49 Boundary Street, Bluffton, SC, 29910
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2007Denied
Customer Dispute
October 2002Settled
Employment History
Current Registrations
Kovalcik & Geraghty Wealth Partners LLP
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Kovalcik & Geraghty Wealth Partners LLP
January 2012 - December 2021 · 9 yrs 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - January 2012 · 3 yrs
M.G. Kovalcik, LLC
April 2004 - December 2004 · 8 mos
Raymond James Financial Services
March 2001 - January 2009 · 7 yrs 10 mos
State Registrations2 states
OHSC
Advisor
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
No exam information available for this advisor.