Genevieve Zeletz
Genevieve Zeletz is a registered investment advisor at Kestra Advisory Services, LLC, based in Houston, TX, with 19 years of industry experience. Genevieve operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
2323 South Shepherd Dr., Suite 805, Houston, TX, 77019
Get directionsHistory
Regulatory History (3)
Judgment / Lien
November 2019Criminal
August 1997Criminal
October 1990Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Mosaic Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
State Registrations1 state
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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