TrueAdvisor
TrueAdvisor
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Kovitz Investment Group Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

Silverthorne, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Foreside Financial Services, LLCBroker
December 2020 - March 2021 · 3 mos
Kovitz Investment Group Partners, LLC
January 2016 - December 2024 · 8 yrs 11 mos
Kovitz Securities, LLCBroker
May 2008 - November 2020 · 12 yrs 6 mos
Kovitz Investment Group, LLC
March 2008 - December 2015 · 7 yrs 9 mos
Deloitte & Touche Investment Advisors LLC
July 2005 - February 2008 · 2 yrs 7 mos
Ernst & Young Investment Advisers LLP
January 2003 - April 2005 · 2 yrs 3 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.