How does the advisor help clients – Key Takeaways:
KESTRA INVESTMENT MANAGEMENT, LLC is a leading financial advisor firm dedicated to providing exceptional services to clients. With a team of skilled professionals and a strong commitment to financial expertise, KESTRA INVESTMENT MANAGEMENT, LLC helps clients achieve their financial goals and aspirations.
By leveraging their extensive knowledge, experience, and resources, the advisors at KESTRA INVESTMENT MANAGEMENT, LLC provide custom-tailored financial solutions to meet each client’s unique needs and objectives. From wealth management and investment planning to retirement planning and estate planning, KESTRA INVESTMENT MANAGEMENT, LLC offers a comprehensive range of services to help clients navigate the complex world of finance.
Facts and Insights
Assets Under Management: As of 2020, KESTRA INVESTMENT MANAGEMENT, LLC manages over $50 billion in assets under management. This impressive figure showcases the firm’s extensive expertise in managing clients’ wealth and investments.
Number of Advisors: KESTRA INVESTMENT MANAGEMENT, LLC employs over 2,500 financial advisors nationwide. This vast network of advisors allows the firm to provide personalized services to clients across the country.
Time in Business: KESTRA INVESTMENT MANAGEMENT, LLC has been in business since 1998, making it a well-established and reputable financial advisor firm.
Financial Services Offered
KESTRA INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Wealth Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
The firm also provides comprehensive financial planning services, where advisors work closely with clients to develop a strategic financial plan tailored to their needs and objectives.
Client Types
KESTRA INVESTMENT MANAGEMENT, LLC has a diverse client base that includes individuals, families, and businesses. The firm caters to clients from all walks of life and is committed to providing personalized services to each and every one of them.
Fees & Compensation
KESTRA INVESTMENT MANAGEMENT, LLC charges a fee for its financial services, which is based on a percentage of assets under management. This fee structure is designed to align the firm’s interests with those of its clients and encourage long-term growth and performance.
The firm may also receive compensation from third parties, such as mutual fund companies, for recommending certain products to clients. However, KESTRA INVESTMENT MANAGEMENT, LLC always puts its clients’ interests first and only recommends products that align with their goals and risk tolerance.
Background
KESTRA INVESTMENT MANAGEMENT, LLC was founded in 1998 and has since grown to become a leading financial advisor firm. The company is headquartered in Austin, Texas, and has a strong presence in the industry, with a reputation for delivering exceptional results for its clients.
The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). This means that KESTRA INVESTMENT MANAGEMENT, LLC is held to a fiduciary standard, requiring them to always act in the best interests of their clients.
Financial Advisor Disclosures to Know
As a reputable financial advisor firm, KESTRA INVESTMENT MANAGEMENT, LLC values transparency and is committed to providing clients with all the necessary disclosures to make informed decisions. Some of the key disclosures to be aware of include:
- The firm may receive compensation from third parties for recommending certain products to clients
- Advisors may also have relationships with other financial institutions or insurance companies
- There may be potential conflicts of interest, but the firm always puts its clients’ interests first
It’s always best to discuss any concerns or questions with your advisor to gain a better understanding of the firm’s policies and practices.