Kestra Institutional Services provides business infrastructure, technology applications, operational support, and administrative services to other registered investment advisors. Kestra Institutional Services operates as an institutional platform helping other advisors manage client accounts, process fee billings, and access custodial clearing firms. Because Kestra Institutional Services provides services directly to other financial professionals rather than individual retail clients, individuals cannot open a direct retail investment account or receive personal financial planning through this firm.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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