Kovar Wealth Management- Financial Advisor Lufkin, TX

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About Kovar Wealth Management

Let us take you to unexpected places. At Kovar Wealth Management, we provide exclusive, quality personal branding, investment management, and financial planning services to those seeking to establish a signature presence. With techniques and campaigns tailored to your unique goals, we provide unparalleled partnership in all business and investing endeavors.

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General Information

Firm Start Year

2015

No. of Employees

CRD#

6112979

Firm CRD#

174569

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1882560/paladinregistry-Kovar-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Kovar Wealth Management