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Benedict Mitchell Jr.

Advisor at Kovack Advisors, inc.

Updated today

Location

Newberry, FL

Credentials

Series 63, Series 65

Industry experience

28 years

About

Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Client services

Based on Kovack Advisors, inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kovack Advisors, inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kovack Advisors, inc.

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning services negotiated case-by-case

Percentage

Negotiable up to 2.90% annually (may be flat percentage, tiered schedule, or other break points as agreed in client agreement)

Commissions

Commissions earned by associated persons who are Registered Representatives for securities and insurance products, separate from advisory fees

Project-based

Up to $350/hour for financial planning services

Other

Account minimum: $10,000 to $100,000 (minimums generally range, can be waived) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees, negotiated case-by-case

Location

Newberry, FL

Most active in

Florida · Louisiana · Texas

Work history

Kovack Advisors, Inc.

2009 - Present (17 years)

Kovack Securities, Inc.

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management
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