B. Voigt
B. Voigt is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Dallas, TX, with 38 years of industry experience. B. 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
5400 Lbj Freeway, Suite 1250, Dallas, TX, 75240
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
August 2002Other Business ActivitiesSells Insurance
B. is a limited partner in Voigt Family, LP, an entity owning assets created as part of an estate plan, dedicating minimal time. B. is also a member of Smith Frank & Partners, where he works full-time as a licensed insurance agent, investment advisor, and broker, and an investment advisor representative for Kestra Advisory Services, LLC, also working full-time. B.'s FLP owns 50% of the interest in SV&F Consolidated, LP.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Hfg Advisors, L.L.C.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations23 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.