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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Richard Pepe is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Charles Pepe has been in the industry since July 2012, and has a Series 65 license. Charles Richard Pepe is registered with the state of Connecticut. Charles Pepe specializes in providing financial planning, portfolio management for individuals, investment companies and pooled investment vehicles. Kovitz Investment Group Partners, LLC, provides a wide range of investment advisory services to clients including individuals, families, trusts, estates, foundations, and endowments.
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
CT
06/06/2024 - Present
Kovitz Investment Group Partners, LLC (Greenwich CT)
IA
Issued 11/09/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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