Kovack Advisors, Inc. has partnered with Wealthcare Capital Management, LLC, to bring you Choice UMH, a Unified Managed Household (UMH) program that offers the ultimate in investment choice combined with value-added household-based rebalancing and tax location services.  As an option, investment portfolios can be connected to a patented goals-management system to provide clients a true goals-driven investment program. The program makes available more than 160 preset portfolios designed to help you match investment strategy with your philosophy and client preferences. The low cost, risk-managed strategies, when connected to the patented Comfort Zone, provide a powerful and unique approach to give clients clarity, confidence and control over their goals and advisors a platform for growing their business.

Choice UMH TAMP:

  • Assets are managed by Wealthcare Capital Management LLC
  • Includes household level rebalancing and tax management services
  • Includes access to Wealthcare's patented goals-management system, quarterly Comfort Zone reporting, and goal planning/management services.
  • For full program, household minimum is $250,000 and account minimums do not apply. For investment only option, household minimum does not apply, but account minimums apply. Investment only account minimums are strategy specific and begin at $25,000.
  • No transaction charges when NTF funds and ETFs are used
  • Normal transaction fees apply when transaction fee funds and ETFs are used
  • Available at IWS
  • Transactions in Foreign Securities may incur additional clearing firm charges.  Please contact the trading department for specific charges that may apply.

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    Copyright ©2017 Kovack Advisors, Inc.,
    6451 North Federal Highway, Suite 1201
    Fort Lauderdale, Florida 33308
    Call us at (954) 670-0617
    Email: info@kovackadvisors.com

     

    Check the background on this investment firm at the SEC's Investment Adviser Public Disclosure website.