Michael Edwards
Michael Edwards is a registered investment advisor at Kovack Advisors, INC., based in Coral Gables, FL, with 14 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.
Fee Estimator
Location
1 Alhambra Plaza, Ph, Coral Gables, FL, 33134
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Regulatory History (1)
Regulatory
December 2017Other Business Activities
Michael is the president of Blueprint Wealth Advisors, providing financial advice. This activity takes minimal time.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Riwm, LLC
Global Investor Services, L.C.Broker
State Registrations20 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.
Exams
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