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David Kovach

Capital Management Investor Services, INC.
24 Years of Experience
Wausau, WI
1 Disclosure
View SEC Summary
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David Kovach is a registered investment advisor at Capital Management Investor Services, INC., based in Wausau, WI, 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 High Net Worth, Investment Management.

Capital Management Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$11.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual advisory fee is 1.50% and is negotiable based on account size, financial complexity, and pre-existing relationships.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Wausau, WI

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History

Regulatory History (1)
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Regulatory
March 2018
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Bks Advisors, LLC
October 2010 - March 2015 · 4 yrs 5 mos
Thinkorswim, INC.Broker
September 2007 - July 2009 · 1 yr 10 mos
Brokersxpress LLCBroker
March 2005 - August 2005 · 5 mos
Capital Management Investor Services, INC.
May 2003 - December 2008 · 5 yrs 7 mos
American Express Financial Advisors, INC.
November 2001 - February 2003 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
November 2001 - February 2003 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
November 2001 - February 2003 · 1 yr 3 mos
State Registrations1 state
WI
Advisor

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
No exam information available for this advisor.
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