Philip Piedt
Philip Piedt is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 14 years of industry experience. Philip 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
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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
Philip is the managing principal of Avodah Wealth Advisors, LLC, dedicating nearly all of his time to this investment advisory business. He also works as an insurance agent selling fixed insurance products, spending about 10-20% of his time on this activity, and is the managing principal of MP Holdings Group LLC, a holding/management company, dedicating minimal time.
Employment History
Current Registrations
Kovack Advisors, INC.
Previous Registrations
Benchmark Financial Wealth Advisors LLC
Professional Planning Services
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLCBroker
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.