Emmanuel Perez
Emmanuel Perez is a registered investment advisor at Kovack Advisors, INC., based in Harmony, FL, with 22 years of industry experience. Emmanuel 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
Harmony, FL
Get directionsHistory
Regulatory History (4)
Financial
October 2020Customer Dispute
October 2019Customer Dispute
August 2019Customer Dispute
September 2013Other Business Activities
Emmanuel is a notary public and the president, instructor, and 100% owner of Aikido of Central Florida, a martial arts school.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Aegis Capital CORP.Broker
Oriental Financial Services CORP.Broker
MML Investors Services, INC.Broker
Walnut Street Securities, INC.Broker
PFS Investments INC.Broker
State Registrations4 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.