Kestra Advisory Services, LLC
Assets Under Management
$60.2B
Number of Clients
97,702
Number of Advisors
1369
Average Client AUM
$616K
AUM per Advisor
$44.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kestra Advisory Services, LLC offers investment advice through its registered investment advisor representatives (Advisors). Services include advisor-managed accounts, third-party recommendations, financial planning, wrap-fee programs, individual retirement planning, and qualified/non-qualified retirement plan services. The firm supports independent advisors but oversees their advice and asset management.
Fee Structure
Our asset-based fees range up to 2.5% of assets under management. The specific fee you pay is determined by your advisor based on factors like asset value, account type, services provided, and the chosen platform. Fees are negotiable, and you may pay more or less than other clients for similar services. Fees are typically paid quarterly, either in advance or arrears. Clients with multiple accounts may be eligible for householding to reduce overall management fees.
Areas of Practice
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735