David Kovach
David Kovach is a registered investment advisor at Capital Management Investor Services, INC., based in Miami, FL, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10 clients with $8.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Investor Services bases its fees on a percentage of the value of your portfolio or fixed fees. The annual advisory fee ranges from 0.50% to 3.00% depending on the complexity of the work. Fees are billed monthly after the billing period has ended and are usually deducted from a designated client account. The firm may waive its minimum fee or charge a lesser fee based on certain criteria.
Location
1221 Brickell Ave, 9th Floor, Miami, FL, 33131
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Regulatory History (1)
Regulatory
March 2018Other Business Activities
David is the President & CEO of Capital Management Investor Services, Inc., an investment advisory firm, since 2003. This requires about three-quarters of his time, including a few hours during trading hours.
Employment History
Current Registrations
Capital Management Investor Services, INC.
Previous Registrations
Bks Advisors, LLC
Thinkorswim, INC.Broker
Brokersxpress LLCBroker
Capital Management Investor Services, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.