Kestra Institutional Services, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kestra Institutional Services, LLC provides investment advice to third-party registered investment advisers (RIAs) by offering RIA Services such as technology applications, operational support, administrative infrastructure, access to service providers and access to financial products. These services include RIA as Manager Accounts, Wrap Fee Programs, and Retirement Services.
Fee Structure
Kestra Institutional fees for an RIA Managed Account range from 0.05% to 0.25% based on factors like assets under management, services chosen, and third-party platform usage. These fees are separate from RIA's fees and custody/transaction costs. A minimum fee of up to 0.05% applies. Asset-based fees are paid quarterly in advance or arrears. Minimum annual account fees also apply, varying by program.
Areas of Practice
Location
5707 Southwest Parkway, Bldg 2, Suite 400, Austin, TX, 78735