Andrew Novak

CFP

10 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Kovitz Investment Group Partners, LLC

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

Location

71 S Wacker Drive, Suite 1860, Chicago, IL, 60606

Get directions

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.

Employment History

Current Registrations

Kovitz Investment Group Partners, LLC

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Kovitz Investment Group Partners, LLC

June 2020 - December 2024 · 4 yrs 6 mos

Mesirow Financial, INC.Broker

November 2018 - April 2020 · 1 yr 5 mos

Mesirow Financial Investment Management, INC.

September 2018 - April 2020 · 1 yr 7 mos

Balasa Dinverno Foltz LLC

May 2016 - September 2018 · 2 yrs 4 mos

Edward Jones

August 2015 - March 2016 · 7 mos

Edward JonesBroker

July 2015 - March 2016 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.