Jeffrey Foreman
Jeffrey Foreman is a registered investment advisor at Kovack Advisors, INC., based in Augusta, GA, with 19 years of industry experience. Jeffrey 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
2906 Professional Parkway, Suite A, Augusta, GA, 30907
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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
Jeffrey is the owner and a CPA at Foreman and Milks, P.C., spending full-time hours on tax preparation, business accounting, and consulting. He also works in insurance, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Kovack Advisors, INC.
Previous Registrations
Advisory Services Network
Kovack Advisors, INC.
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
State Registrations1 state
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.