How does the advisor help clients – Key Takeaways:
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP acts as a financial expert, providing clients with a wide range of financial services. They have a professional approach to managing clients’ assets and have been in business for several years, making them a reliable and experienced choice for financial planning. This article will outline the key facts and insights about the firm, their assets under management, services offered, client types, fees and compensation, background, and any important financial advisor disclosures to know.
Facts and Insights:
The following table provides publicly available information about KOVALCIK & GERAGHTY WEALTH PARTNERS LLP, including their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered:
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP offers a variety of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
This firm caters to a diverse range of clients, including individuals, families, and small businesses. They also serve high net worth clients who require specialized financial planning services.
Fees & Compensation:
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP charges clients based on a fee-only structure, meaning they do not receive any commissions for their services. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, typically ranging from 1-2%.
Background:
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP was founded 10 years ago and is based in New York City. Their team of experienced financial advisors brings a wealth of knowledge and expertise to their clients, helping them achieve their financial goals.
Financial Advisor Disclosures to Know:
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP has a clean record and has not had any legal or disciplinary actions taken against them. As registered investment advisors, they are held to a fiduciary standard, meaning they are obligated to act in the best interest of their clients at all times.