Kovack Advisors offers low cost, fee based accounts for institutional and retail customers. Our fee based platforms include:
Professional 3rd Party Investment Management -
Choice SMA:
A professional investment management program that can help clients structure and pursue a disciplined investment strategy. Traditionally designed for high net worth clients seeking access to institutional portfolio managers, account minimums start at just $100,000.
Choice UMA:
A sophisticated Unified Managed Account creates a diversified portfolio featuring multiple investment products and premier investment managers including separate accounts, mutual funds, and exchange traded funds all in one core account.
Advisor Managed Accounts -
Choice Advisor:
Unlimited flexibility in a low cost non-discretionary account managed by the advisor. Accessible investment options include 4,500 no-load mutual funds, stocks, bonds, alternative investments, and conservative option strategies.
Choice Fund:
Comprised exclusively of Non-Transaction Fee (NTF) mutual funds, this account offers 1,500 no-load and/or load waived funds. Designed for maximum investment choices and flexibility with low cost of entry, this account is especially well suited for first time investors.
Proprietary Platforms -
Choice ETF:
A simple, cost efficient, professionally managed account consisting of Exchange Traded Funds, this platform is ideal for smaller accounts seeking stability of investment with low expenses.
Choice Annuity:
Management of existing variable annuity sub-accounts, and dedicated solely to management of existing variable annuities, this program is ideal for all clients seeking active investment of their sub-accounts.
All clients have the ability to view their accounts online 24/7 via a personal and secure user id and password.
