Brian Kovack is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 29 years of industry experience. Brian 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
Get directionsHistory
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 Activities
Brian is a managing member of several LLCs, including Kovack Financial, BJK Group, Kovack Real Estate, Kovack Municipal Group, Harbor Ranch LLC, and Harbor Ranch 2, LLC. He also owns Brian J. Kovack, P.A. (practicing securities law) and Discount Aviation, LLC, and serves as a FINRA arbitrator, dedicating minimal time to most of these activities.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.
Kovack Securities INC.Broker
Previous Registrations
Latin Securities INC.Broker
Rk Advisors
Kovack Securities INC.Broker
Securities America, INC.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.