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Ernest Lewis MacVicar

Kovitz Investment Group Partners, LLC

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About Ernest Lewis MacVicar

Ernest MacVicar is an investment advisor representative who has been in the industry for over 30 years. Ernest currently works for Kovitz Investment Group Partners, LLC, a firm that has been active in the industry since 2011. Kovitz Investment Group Partners, LLC, is an investment advisor that offers a variety of services, including financial planning, portfolio management, and investment advisory services. Ernest is registered with the state of Illinois as an investment advisor representative. Ernest has passed a variety of exams, including the Series 65, 63, 7, 3, 9, 10, and SIE exams. Ernest has worked for several firms in the past, including Credit Suisse Securities (USA) LLC, and Kidder, Peabody & Co. Incorporated. Ernest's work history demonstrates a deep understanding of the financial industry, and the investment advisory services offered by Kovitz Investment Group Partners, LLC.

Firm Information

Ernest MacVicar is currently registered with Kovitz Investment Group Partners, LLC. Kovitz Investment Group Partners, LLC is a Chicago, IL-based investment advisor with over $11 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, institutions, and trusts. They also offer other investment advisory services such as credit, cash, and insurance solutions, family office services, and corporate executive services. The firm has a strong track record of providing its clients with customized investment solutions that meet their specific needs and goals.
Kovitz Investment Group Partners, LLC

71 S WACKER DRIVE

CHICAGO, IL 60606

$11.29B

Assets Under Management

29

Total Clients

148

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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credit, cash and insurance solutions, family office services, corporate executive services

Credit, cash and insurance solutions, family office services, corporate executive services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev share w/affiliate frs and eligible credit & cash mgmt soluti

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Ernest MacVicar’s Registration & Firm History

IL

08/01/2024 - Present

Kovitz Investment Group Partners, LLC (Northbrook IL)

IL

08/15/1996 - 06/13/2017

CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)

NY

09/24/1982 - 01/10/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/26/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/16/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1984

Series 3 - National Commodity Futures Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ernest Lewis MacVicar.
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