Garth Ivey
Garth Ivey is a registered investment advisor at Kovack Advisors, INC., based in West Palm Beach, FL, with 29 years of industry experience. Garth 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
120 South Olive Ave, Suite 204, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Garth is a licensed insurance agent and sole owner of Givey Financial LLC, presenting clients with suitable insurance products, which takes about 10-20% of his time. He also manages several LLCs related to real estate and advises clients on their real estate portfolios, dedicating varying amounts of time to each.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Olde Discount CorporationBroker
State Registrations11 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.