Moshe Aronov is a registered investment advisor at Kovack Advisors, INC., based in Boca Raton, FL, with 29 years of industry experience. Moshe 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.
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.
7025 Beracasa Way, Suite 208, Boca Raton, FL, 33433
Get directionsMoshe is a registered investment advisor DBA through Private Advisor Group and Greener Path Retirement Planning, spending about half their time on these activities. Moshe also owns rental real estate, dedicating minimal time to it.
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.