Michael Love is a registered investment advisor at Kestra Private Wealth Services, LLC, based in San Diego, CA, with 26 years of industry experience. Michael 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 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
3570 Carmel Mountain Road, Suite 150, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kestra Private Wealth Services, LLC
Previous Registrations
Private Asset Management INC
RBC Capital Markets, LLC
UBS Painewebber INC.
State Registrations3 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.