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Ed Maisonet

28 Years of Experience
Weston, FL
BrokerSells Insurance

Ed Maisonet is a registered investment advisor at Kovack Advisors, INC., based in Weston, FL, with 28 years of industry experience. Ed 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

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.

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Location

1820 N. Corporate Lakes Blvd., Suite 102, Weston, FL, 33326

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ed spends nearly all of his time as a wealth advisor for Legacy Financial Network. He also manages business expenses and an insurance business as an officer of Maisonet Wealth Management Inc, dedicating minimal time to this role.

Employment History
Current Registrations
Kovack Advisors, INC.
May 2017 - Present · 9 yrs
Kovack Securities INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Ameriprise Financial Services, INC.
May 2013 - May 2017 · 4 yrs
Ameriprise Financial Services, INC.Broker
May 2013 - May 2017 · 4 yrs
Spc
December 2010 - May 2013 · 2 yrs 5 mos
Sammons Securities Company, LLCBroker
October 2010 - May 2013 · 2 yrs 7 mos
Securities America Advisors, INC.
June 2010 - October 2010 · 4 mos
Securities America, INC.Broker
May 2010 - October 2010 · 5 mos
Lincoln Financial Securities Corporation
February 2010 - May 2010 · 3 mos
Lincoln Financial Securities CorporationBroker
July 2009 - May 2010 · 10 mos
Securities America, INC.Broker
January 2003 - July 2009 · 6 yrs 6 mos
Pacific Select Distributors, INC.Broker
March 2000 - December 2002 · 2 yrs 9 mos
Cal Fed InvestmentsBroker
July 1999 - March 2000 · 8 mos
Pruco Securities CorporationBroker
February 1998 - June 1999 · 1 yr 4 mos
Sunamerica Securities, INC.Broker
November 1997 - January 1998 · 2 mos
State Registrations8 states
CACOFLMDNCNYTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Ed Maisonet - Financial Advisor | TrueAdvisor