Stephen Kovach
Stephen Kovach is a registered investment advisor at Global Advisers, LLC, based in Philadelphia, PA, with 16 years of industry experience. Stephen 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 36 clients with $11M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
These rates apply to equity or balanced accounts. For fixed income accounts: First $10 million is 0.35%, next $10 million is 0.25%. Fees may be negotiable.
Fee Estimator
Location
1650 Market Street, 3600, Philadelphia, PA, 19104
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1996Other Business Activities
Stephen serves on the Board of Directors for The International Business Development Institute and The Boston Graduate School of Business, both non-profit education-based organizations.
Employment History
Current Registrations
Global Advisers, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Pro-Integrity Securities, INC.Broker
Raike Financial Group INC.Broker
Sunpoint Securities, INC.Broker
Delta Equity Services CorporationBroker
A. G. Edwards & Sons, INC.Broker
Thomas James Associates, INC.Broker
L.C. Wegard & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations3 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.