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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew R. Bass is an investment advisor representative at Kovitz Investment Group Partners, LLC. Andrew has been in the industry since 2005 and holds Series 7, 65, and 66 licenses. Andrew is also a Personal Financial Specialist. Andrew specializes in providing financial planning, portfolio management, and other services to individuals, businesses, and institutions. Andrew's experience and expertise have been honed during previous positions at Telemus Investment Brokers, LLC and Telemus Capital LLC. Andrew is also the Sole Owner of Integrated Wealth and Tax Strategies, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
MI
07/07/2005 - 12/07/2012
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
IA
Issued 09/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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