Investment Advisory Programs

 
Advisory Programs: Choice SMA | Choice Fund | Choice UMA | Choice Advisor

CHOICE Advisor is a flexible, low-cost advisor-directed account which allows virtually unlimited flexibility to independently select the appropriate mix of investments. Approved investment strategies include:

  • No-load Mutual Funds
  • Stocks
  • Exchange Traded Funds
  • Bonds
  • Alternative Investments
  • Options

Client accounts are opened through one of our approved clearing firms. When choosing the fee structure the advisor has several flexible options. CHOICE Advisor accounts have the following features:

  • Discretionary and Non-Discretionary trading
  • Asset Based or Transaction Based pricing
  • $50,000 minimum account size
  • On a case-by-case basis, household accounts may be grouped to meet the $50,000 minimum
  • Clients receive quarterly statements from the custodian and have the capability to receive performance reports from Kovack Advisors.
  • We currently have clearing agreements with National Financial Services, Pershing, TD Ameritrade and Fidelity's Institutional Wealth Services (IWS).