Stephen Geraghty
Stephen Geraghty is a CFP-designated registered investment advisor at Kovalcik & Geraghty Wealth Partners LLP, based in Upper Arlington, OH, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 277 clients with $270M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
2074 Arlington Ave, Upper Arlington, OH, 43221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kovalcik & Geraghty Wealth Partners LLP
Previous Registrations
Kovalcik & Geraghty Wealth Partners LLP
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Lincoln Financial Advisors Corporation
State Registrations2 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.