Steven Heifetz
Steven Heifetz is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Denver, CO, with 35 years of industry experience. Steven 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
1490 S. Pearl, Denver, CO, 80210
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Steven is a board member for Colorado Feeding Kids and South Denver Kiwanis Foundation, dedicating minimal time to each. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC and conducts registered rep activities, including selling insurance products, through Kestra Investment Services, LLC using a DBA name, spending nearly full-time hours on these investment-related activities. Steven also performs property maintenance for a few hours per week.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.