Unclaimed
Michael Kovalsky is a financial advisor at The Mather Group, LLC. Michael holds the Certified Financial Planner designation. Michael has worked in the financial industry since 2010. Michael is registered with FINRA and the states of Illinois and Texas. Michael has a strong focus on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of total net worth
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IL
03/12/2020 - Present
THE Mather Group, LLC (CHICAGO IL)
Active
Inactive
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