Matthew Kovalcik
Matthew Kovalcik is a registered investment advisor at Kovalcik & Geraghty Wealth Partners LLP, based in Bluffton, SC, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 277 clients with $300M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for accounts over $5,000,000 are negotiable. Account values in a family relationship may be aggregated. Minimum quarterly fee is $1,562.50.
Fee Estimator
Location
49 Boundary Street, Bluffton, SC, 29910
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2007Customer Dispute
October 2002Employment History
Current Registrations
Kovalcik & Geraghty Wealth Partners LLP
Previous Registrations
Kovalcik & Geraghty Wealth Partners LLP
Raymond James Financial Services Advisors, INC
M.G. Kovalcik, LLC
Raymond James Financial Services
State Registrations2 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
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