Andrew Covic
Andrew Covic is a registered investment advisor at LPL Financial LLC, based in Sterling Heights, MI, with 3 years of industry experience. Andrew 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 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
35100 Van Dyke Ave, Sterling Heights, MI, 48312
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business Activities
Andrew operates his LPL business under the DBA of Chrisitian Financial Credit Union. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations6 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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