Kestra Advisory Services supports a network of independent financial advisors who offer investment management, financial planning, retirement planning, and specialized wealth management services to individuals and families. Kestra Advisory Services provides access to various platforms, including advisor-managed accounts, wrap fee programs, third-party asset management strategies, and specialized programs for annuities and 529 college savings plans. Advisors work closely with clients to understand their financial goals, risk tolerance, and personal circumstances to build tailored investment portfolios. The firm offers both discretionary management—where advisors make trades on your behalf—and non-discretionary management, requiring your approval before transactions. Kestra Advisory Services is affiliated with various financial companies, including an affiliated broker-dealer, an insurance agency, and trust services, which creates multiple business relationships and financial incentives disclosed in the regulatory filing.
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.
