Andres Morgado
Andres Morgado is a CFP, PFS-designated registered investment advisor at Kovack Advisors, INC., based in San Juan, PR, with 26 years of industry experience. Andres is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.
Fee Estimator
Location
Ave de Diego #121, Urb. San Francisco, San Juan, PR, 00927
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andres is involved in a variety of business activities, including securities business, accounting and financial planning services, a CPA firm, rental property management, insurance sales, trust services, credit card processing, a law practice, personal investment management, and non-profit board membership. He dedicates about 40% of his time to these activities, with the majority spent on his securities business and accounting/financial planning services.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Financial Network Investment CorporationBroker
Oriental Financial Services CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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