Sergey Kovalev
Sergey Kovalev is a registered investment advisor at Spirit of America Management CORP, based in Syosset, NY, with 9 years of industry experience. Sergey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. 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
SOA Premier Assets manages investments through a wrap fee program. You'll pay an annual bundled fee that covers investment advice, introducing brokerage services from DLA, and clearing, custody, and execution services from RBC. The fee is based on the amount of cash and securities managed.
The annual wrap fee is:
- $25,000 – $99,999: 1.67%
- $100,000 – $499,999: 1.62%
- $500,000 – $999,999: 1.52%
- $1,000,000 – $2,499,999: 1.40%
- $2,500,000 and Over: 1.25%
The wrap fee is negotiable.
Location
477 Jericho Turnpike, Syosset, NY, 11791-9006
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.