Konstantinos Kostakis
Konstantinos Kostakis is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Red Bank, NJ, with 39 years of industry experience. Konstantinos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Red Bank, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Konstantinos is an investment advisor representative (IAR) with Kestra Advisory Services and a financial advisor with Obsidian Wealth Advisors, dedicating full-time hours to each. He also serves as President/shareholder of Stonebridge Financial, Inc., spending minimal time overseeing financials and distributions.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Stonebridge Capital Management III LLC
Stonebridge Capital Management Ix, L.L.C.
Stonebridge Capital Management, IV
Stonebridge Capital Management Vi, L.L.C.
Stonebridge Capital Management II LLC
Masterworks Fiscal Advisors LLC
Stonebridge Capital Management Viii, LLC
Stonebridge Capital Management
Guardian Investor Services CorporationBroker
Cadaret, Grant & CO., INC.Broker
Guardian Investor Services CorporationBroker
W.D.R. Equity Resources, INC.Broker
First Investors CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.