Kathy
Klein
Kovitz Investment Group Partners, LLC
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About this Advisor
Kathy Klein is a financial advisor based in Milwaukee, Wisconsin, working with Kovitz Investment Group Partners, LLC. Kathy has previously held positions at Park Place Capital Management, Inc, Strategic Wealth Partners, and Kovitz Investment Group Partners, LLC. Kathy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Kathy is part of Kovitz Investment Group Partners, LLC, which operates out of Milwaukee, Wisconsin. The firm has 25 offices and 270 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Kovitz Investment Group Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kovitz Investment Group Partners, LLC Brokerage Details
$11,290,749,061
270
11,848
$952,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kathy Klein Work History
Kovitz Investment Group Partners, LLC
Strategic Wealth Partners
Park Place Capital Management, Inc
Disclosures
Please visit the SEC profile of Kathy Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kovitz Investment Group Partners, LLC
Greenwich, CT
Greenwich, CT
Chicago, IL
Greenwich, CT
Chicago, IL
Milwaukee, WI
Chicago, IL
Waxhaw, NC
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