Joseph Kovach
Joseph Kovach is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Fairview Park, OH, with 31 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is the president of JJK Financial Inc., which is a part-owner of Rockport Wealth, LLC, spending minimal time on books and records. He is also an independently licensed insurance agent selling life, disability, and long-term care insurance, dedicating minimal time to this activity. Joseph is also a fifty percent owner of Rockport Real Estate Holdings, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rockport Wealth Advisors
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
New England Securities Corporation
New England SecuritiesBroker
W. S. Griffith & CO., INC.Broker
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
State Registrations18 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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