Suzanne Banzet
Suzanne Banzet is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 27 years of industry experience. Suzanne 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
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Suzanne sells fixed insurance products as an agent and owns Clearview Financial, LLC to facilitate securities business. She also owns Jubilee 516 Properties, LLC for owning and managing residential real estate, spending minimal time on this activity.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
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.