Christopher Opper is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 22 years of industry experience. Christopher 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.
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.
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Learn about disclosures →Christopher recommends insurance as part of clients' financial plans through Regent Financial Group, dedicating a few hours per week. He also owns rental property and works as a financial advisor and director of research for Regent Financial Group, LLC, and as an investment advisor representative for Kestra Advisory Services, LLC, dedicating about a quarter of his time to the former and nearly full-time to the latter.
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.