Advisor at Capital Management Investor Services, Inc.
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Firm
Capital Management Investor Services, Inc.
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
24 years
David Kovach is the President and CEO of Capital Management Investor Services, Inc., an independent firm based in Miami, FL. He holds a Series 66 designation and has 24 years of industry experience. Kovach has been with Capital Management Investor Services since 2003. Capital Management Investor Services provides personalized, fee-only investment management and advisory services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm focuses on ETF-based portfolios supplemented by listed option strategies and employs charting, fundamental, and technical analysis in security selection.
Based on Capital Management Investor Services, Inc.
Fixed fees may be charged, details provided in writing prior to engagement
Minimum fee: 0.50% to 3.00% annually based on complexity, fees may be negotiated or waived Fee-only: Firm is strictly fee-only; no commissions or other compensation accepted
1221 Brickell Ave, 9 Th Floor
Miami, FL 33131
Florida
Capital Management Investor Services, Inc.
2003 - Present (23 years)
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Trust company
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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