Ramon Gonzalez
Ramon Gonzalez is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 31 years of industry experience. Ramon 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
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
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Regulatory History (1)
Regulatory
November 2018Other Business ActivitiesSells Insurance
Ramon is an investment advisor and financial consultant through G V Investments & Retirement Solutions, dedicating most of his time to this. He also sells fixed insurance, long-term care, and life insurance, spending a few hours per week on this, and works as a musician and screenplay writer, dedicating minimal time. Finally, Ramon receives referral fees for referring clients to a law firm, spending a few hours per week on this.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Oriental Financial Services CORP.Broker
Allmerica Investments, INC.Broker
Chubb Securities CorporationBroker
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.