Andre Kovensky is a registered investment advisor at Octavia Investments LLC, based in Las Vegas, NV, with 12 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Octavia Investments charges an annual fee based on the amount of funds you have deposited with them, and the specific investment strategy you choose. The fees are calculated quarterly based on the closing value of your account on the last day of each quarter. The fees are negotiable depending on your needs and the complexity of your situation. Here's a breakdown of the annual fees for different strategies:
- Market Index:
- Up to $499,999: 0.35%
- $500,000 to $999,999: 0.30%
- $1,000,000+: 0.25%
- Active Index & Income:
- Up to $499,999: 0.55%
- $500,000 to $999,999: 0.50%
- $1,000,000+: 0.45%
- Atlas & Unconstrained:
- Up to $499,999: 1.50%
- $500,000 to $999,999: 1.25%
- $1,000,000+: 1.00%
Location
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andre provides strategic consulting and business due diligence services on a contract basis, primarily to companies. Since September 2019, he has been a consultant for Origin Material's executive management team, providing strategic advice regarding capital structure and financial budgeting, dedicating about 10-20% of his time.
Employment History
Current Registrations
Octavia Investments LLC
State Registrations3 states
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