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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.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 801.627.1913