Kovalcik & Geraghty Wealth Partners (KGWP) offers financial planning and investment management services to help individuals and businesses achieve financial stability and growth. KGWP tailors advice to each client's needs, focusing on family needs, charitable giving, and wealth preservation. KGWP uses Raymond James & Associates to execute trades and hold client assets but is not affiliated with them.
Assets Under Management$270M
Clients277
Advisors2
Avg. per Client$970K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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