Michael Labos
Michael Labos is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Cranberry Township, PA, with 21 years of industry experience. Michael 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
Cranberry Township, PA
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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
Michael is a board member for Vincentian Collaborative Systems, a registered rep/investment advisor with Kestra Advisory Services, LLC, an insurance producer with Ash Brokerage, and the president of Gen X Wealth Partners. He also owns Gen X College Partners, a consulting business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Vicus Capital, INC.
Walnut Street Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
New England SecuritiesBroker
Capital Select Investments CORP.Broker
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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