Patrick Williams
Patrick Williams is a registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 40 years of industry experience. Patrick 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
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Regulatory
October 2018Other Business ActivitiesSells Insurance
Patrick is involved in several business activities, including serving as an Investment Advisor Representative with Kestra Advisory Services, LLC, and President of Global PNF, Inc., which conducts insurance and investment advisory services. He also dedicates about half his time to OneVision Analytics, LLC as a consultant/president and a few hours per week to Fiduciary in a Box as a co-founder.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Ing Financial Partners, INC.Broker
Securian Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
Consolidated Resources, INC.Broker
State Registrations7 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.