Kovalcik & Geraghty Wealth Partners provides financial planning and ongoing investment portfolio management for individuals, high-net-worth clients, and families. The firm focuses primarily on high-net-worth individuals, including retired or current corporate executives. Advisors work with clients to identify family, charitable, and career goals, and tailor investment strategies based on each client's individual needs and risk tolerance. Investment management services are available on both a discretionary and non-discretionary basis, meaning advisors can make trades on your behalf without asking first if you grant them that authority. Kovalcik & Geraghty Wealth Partners also offers standalone financial planning services on an hourly or fixed-fee basis. The firm uses Raymond James & Associates as its primary custodian and broker to execute trades and hold client funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for accounts over $5,000,000 are negotiable. Account values in a family relationship may be aggregated. Minimum quarterly fee is $1,562.50.