Gerald Hoenings
Gerald Hoenings is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Jupiter, FL, with 34 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
801 Maplewood Drive, Suite 3, Jupiter, FL, 33458
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Gerald operates as an advisor for Hoenings Wealth Management and is the president of Pinnacle Tax (Jupiter and Palm Beach). He is also a CPA, president of Fixed Insurance, and manager of BGE Ventures, LLC, which sells fitness equipment online; he dedicates a few hours per week to this venture.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations10 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.