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Ben Kronish

40 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance

Ben Kronish is a registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 40 years of industry experience. Ben 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

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.

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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Settled
Other Business ActivitiesSells Insurance

Ben is involved in several businesses, including serving as a board member for an insurance company, a partner at Kronish Associates, Inc. (offering registered rep activities, insurance, and investment advisory services), and a Private Client Director at Financial Architects Partners, LLC, where he develops relationships to generate life insurance sales.

Employment History
Current Registrations
Kestra Advisory Services, LLC
June 2021 - Present · 4 yrs 11 mos
Kestra Investment Services, LLC
April 2008 - Present · 18 yrs 1 mo
Kestra Investment Services, LLCBroker
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
Nathan & Lewis Securities, INC.Broker
January 1994 - December 2000 · 6 yrs 11 mos
New England SecuritiesBroker
November 1985 - April 2008 · 22 yrs 5 mos
State Registrations22 states
CACOCTFLGAILMAMDMEMIMNMONCNJNVNYOHORPATXVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ben Kronish - Financial Advisor | TrueAdvisor