Kovack Advisors
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Independent family office services
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Claim This Profile →About Kovack Advisors
Kovack Advisors — Independent family office services. Founded in 1923, their team specializes in Family Office Services, Wealth Management, Tax Planning, Estate Planning. They serve Ultra High Net Worth, Business Succession, Philanthropy clients, with clients in FL, NY, CA. Fees are structured on a 0.75% AUM basis.
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0.75% AUM