Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

520 Lake Cook Rd, Suite 520, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a partner at Power of the Golf Ball, an indoor golf center, and occasionally helps with business activities, dedicating a few hours per week. He also spends about 10-20% of his time on golf product sales for A David Co. and a few hours per week consulting for Rotunda Strategy/MGM Golf Consulting.

Employment History
Current Registrations
Kovitz Investment Group Partners, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Kovitz Investment Group Partners, LLC
May 2024 - December 2024 · 7 mos
Strategic Wealth Partners
July 2019 - May 2024 · 4 yrs 10 mos
Kestra Advisory Services, LLC
April 2016 - August 2019 · 3 yrs 4 mos
NFP Advisor Services, LLC
June 2015 - September 2016 · 1 yr 3 mos
Kestra Investment Services, LLCBroker
October 2014 - August 2019 · 4 yrs 10 mos
PFS Investments INC.Broker
April 2014 - October 2014 · 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.