Pamela Tracey is a registered investment advisor at Kestra Advisory Services, LLC, based in Linwood, NJ, with 25 years of industry experience. Pamela 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
327 Central Avenue, Suite 101, Linwood, NJ, 08221
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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.
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Pamela is the President and Owner of Tracey & Tracey Certified Public Accountants, dedicating about half of her time to overseeing tax and accounting operations. She also works as a Registered Investment Adviser with Kestra Advisory Services, LLC and manages Tracey Wealth Management Company, providing financial advisory services, and is the Treasurer for James Fudge & Salt Water Taffy Company, Inc.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
C. J. M. Planning CORP.Broker
State Registrations4 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.