Kestra Private Wealth Services operates as a wealth management firm supporting independent financial advisors across the country. The firm offers comprehensive investment management, personalized financial planning, retirement plan consulting, and specialized programs for annuities and 529 college savings plans. Clients can choose from several advisory platforms, including advisor-managed accounts, wrap-fee programs, and third-party strategists, depending on their investment goals and preferences. Kestra Private Wealth Services emphasizes personalized portfolio strategies tailored to individual risk tolerances and financial circumstances. While the firm acts as a registered investment advisor legally obligated to act in your best interest, it maintains various affiliations with broker-dealers and insurance agencies, creating certain financial incentives and conflicts of interest that are disclosed in its regulatory filings.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.