Kovitz Investment Group
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Investment expertise since 1997
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Claim This Profile →About Kovitz Investment Group
Kovitz Investment Group — Investment expertise since 1997. Founded in 1997, their team specializes in Investment Management, Wealth Advisory, Retirement Planning, Tax Planning. They serve Business Owners, Corporate Executives, High Net Worth clients, with clients in IL, WI, IN. Fees are structured on a 0.9% AUM basis.
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0.9% AUM