Our platform provides advisors with the most advanced technology available in the industry. All advisors are given a web based platform to monitor all their advisory assets.
- Online Access - Through our web portal you can view all your account balances, positions, client data, total number of accounts and assets under management.
- Billing - Client accounts are billed quarterly in advance. Our billing system valuates all client accounts at quarter end and advisors are paid in the third week of the quarter. We also bill new accounts and asset deposits on a monthly basis.
- Proposal Generation - Advisors can create custom proposals for UMA accounts that include an Investment Policy Statement.
- Performance Reports - Quarterly Performance Reports and Ad-Hoc Performance Reports are easily created by the advisor. All reports generated by our system are client approved.
Our technology creates cost efficiencies that we are able to pass on to the advisor. We are confident that you will find our cost to the advisor to be extremely competitive for our managed products. The pricing for our Choice Programs will vary depending on the program selected, size of the account and the risk model of the account. The advisor will add their fee to determine the client's total cost. Please contact us by phone or email to receive a pricing schedule for all our managed accounts.
Our investment programs incorporate a full range of investment vehicles designed to meet the needs of every client. Whether it's a simple Mutual Fund Wrap account or a complex Multi-Manager UMA account we have the programs to help you succeed. Contact us to get more detailed information about our programs.
Industry Leading Money Managers
Kovack Advisors has a vast array of professional money managers available to our advisors. All of our money managers have been through extensive due diligence to ensure they meet top industry standards. With over 75 managers and 150 disciplines we thoroughly cover most equity and fixed income categories. Refer to the links below for a list of products, fees and minimums, as well as performance returns. Detailed client approved reports are available for all managers.Kovack Approved SMA-UMA Manager List
We have an extensive marketing library available to all advisors. Client approved materials are also available regarding Kovack Advisors, our investment programs and industry topics in general. All materials are available once you are logged in to the KAI website.
"Invest for Life Brochure" (Client Brochure)
Copyright ©2017 Kovack Advisors, Inc.,
6451 North Federal Highway, Suite 1201
Fort Lauderdale, Florida 33308
Call us at (954) 670-0617
Check the background on this investment firm at the SEC's Investment Adviser Public Disclosure website.