Altair Gobo
Altair Gobo is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Fairfield, NJ, with 43 years of industry experience. Altair 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
375 Passaic Ave, Fairfield, NJ, 07004
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2005Customer Dispute
June 2004Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Altair is a partner at multiple real estate businesses and U.S. Financial Services, LLC, where he engages in registered rep activities, consulting, insurance, and investment advisory services. He also advises Fairleigh Dickinson University's CFP program, serves as a co-trustee for Petrocelli Trusts, and is a board member at Montclair State University.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
NFP Advisor Services, LLC
U.S. Financial Services, LLC
New England Securities Corporation
Robert Thomas Securities, INCBroker
New England SecuritiesBroker
Integrated Resources Equity CorporationBroker
Cag Resources, INC.Broker
Summit Capital Group,ltd.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations25 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.