Marc Janca is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Rochester, MI, with 15 years of industry experience. Marc 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
900 W. University Drive, Suite A-1, Rochester, MI, 48307
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
Marc is a financial advisor at Fidelis Wealth, dedicating significantly more than full-time hours to advice and financial planning. He also serves as a board member for the Roman James Foundation, a non-investment related activity that takes minimal time.
Employment History
Current Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
Previous Registrations
Ae Financial Services, LLCBroker
Oliver Lagore Vanvalin Investment Group, INC.
PNC InvestmentsBroker
PNC Investments
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations5 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.