KESTRA ADVISORY SERVICES, LLC: Providing Expert Financial Guidance for Clients
KESTRA ADVISORY SERVICES, LLC is a leading financial advisory firm that specializes in providing expert guidance to clients. With a team of highly qualified and experienced advisors, KESTRA is dedicated to helping clients achieve their financial goals through personalized planning and comprehensive investment strategies.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and personalized planning
- Comprehensive investment strategies
- Dedicated team of highly qualified and experienced advisors
- Commitment to assisting clients in achieving their financial goals
Facts and Insights
Founded in 1994, KESTRA ADVISORY SERVICES, LLC has a long history of providing exceptional financial services to clients. Throughout the years, they have gained a wealth of knowledge and insights into the ever-changing financial landscape, allowing them to stay ahead of trends and offer the best advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $32 billion | Over 700 | 27 years |
Financial Services Offered
KESTRA ADVISORY SERVICES, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, wealth management, retirement planning, investment management, and more. Their team of experts works closely with clients to develop personalized strategies that align with their unique financial goals and objectives.
Client Types
KESTRA ADVISORY SERVICES, LLC serves a variety of clients, including individuals, families, and businesses. Their services are designed to cater to the specific needs and circumstances of each client, ensuring that they receive the best possible guidance and support on their financial journey.
Fees & Compensation
KESTRA ADVISORY SERVICES, LLC operates on a fee-based compensation model. This means that they charge a percentage of the assets they manage for clients as their fee. This fee structure is designed to align the interests of the firm with those of their clients, as they only benefit when their clients’ investments perform well. They are committed to transparency and will always communicate any fees or charges upfront to clients.
Background
KESTRA ADVISORY SERVICES, LLC was founded with a clear mission – to provide expert financial guidance and exceptional service to clients. Over the years, they have stayed true to this mission, building a reputation for excellence and establishing a loyal client base. Their team of advisors brings a diverse range of skills and expertise to the table, ensuring that clients receive well-rounded and comprehensive advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, KESTRA ADVISORY SERVICES, LLC is committed to maintaining the highest standards of ethics and transparency. They want clients to have full confidence in their services, and to that end, they disclose all relevant information and potential conflicts of interest. These disclosures can be found in their Form ADV, which is available on the Securities and Exchange Commission’s website.