Sergey Kovalev
Sergey Kovalev is a registered investment advisor at Spirit of America Management CORP, based in Lawrenceville, NJ, with 9 years of industry experience. Sergey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $540M 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 $100K | 1.67% |
| $100K - $500K | 1.62% |
| $500K - $1.0M | 1.52% |
| $1.0M - $2.5M | 1.40% |
| $2.5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
134 Franklin Corner Rd, Suite 200, Lawrenceville, NJ, 08648
Get directionsHistory
Regulatory History (1)
Financial
January 2019Other Business Activities
Sergey is an Investment Advisory Representative and an agent at Spirit of America Management Corporation, an affiliated company. The filing does not specify the sale of insurance products.
Employment History
Current Registrations
Spirit of America Management CORP
David Lerner Associates, INC.Broker
State Registrations9 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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