Charles Bracht
Charles Bracht is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Houston, TX, with 54 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a board member and president of The Delacroix Building Condominium Association and the Bracht-Verlander Family Foundation. He is also a principal in B-V Interests, LLC, a real estate business, and a board member for Vieux Carre Property Owners, Residents and Associates. Charles is also a VP of Business Development at NFP Wealth Management, selling variable life insurance, mutual funds, and variable annuities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
Financial Synergies Equities, INC.Broker
Pacific Equity Sales CompanyBroker
State Registrations15 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.
Exams
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