Alexander Panas
Alexander Panas is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Hobe Sound, FL, with 33 years of industry experience. Alexander 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
Hobe Sound, FL
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Regulatory History (1)
Regulatory
May 2019Other Business ActivitiesSells Insurance
Alexander is a partner/member/financial planner at Synthesis Wealth Planning, LLC, an investment advisory representative at Kestra Advisory Services, LLC, and a producer at NFP/PartnersFinancial. He also instructs seminars and serves as a board member for Morris Rugby Corporation, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
Stonebridge Capital Management
Cadaret, Grant & CO., INC.Broker
Guardian Investor Services CorporationBroker
Cadaret, Grant & CO., INC.Broker
Financial Network Investment CorporationBroker
Cadaret, Grant & CO., INC.Broker
State Registrations26 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.