How does the advisor help clients – Key Takeaways:
KESTRA PRIVATE WEALTH SERVICES, LLC is committed to providing clients with expert financial advice and guidance. Through their personalized approach, they strive to understand the unique needs and goals of each client to develop a tailored financial plan. With a team of experienced advisors and a wide range of financial services, KESTRA PRIVATE WEALTH SERVICES, LLC is dedicated to helping clients achieve their financial objectives.
Facts and Insights
As of 2021, KESTRA PRIVATE WEALTH SERVICES, LLC manages over $21 billion in assets under management, with a team of over 500 advisors, and has been in business for over 25 years. Their impressive growth and longevity in the industry speak to their success and ability to serve their clients’ needs effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 1996 | $21 billion | 500+ |
Financial Services Offered
KESTRA PRIVATE WEALTH SERVICES, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include investment management, retirement planning, college planning, estate planning, tax planning and preparation, risk management, and business planning.
Client Types
KESTRA PRIVATE WEALTH SERVICES, LLC serves a wide range of clients, including individuals, families, businesses, and institutions. They have the expertise to work with clients from all income levels and stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
Like most financial advisors, KESTRA PRIVATE WEALTH SERVICES, LLC charges fees based on a percentage of assets under management. This incentivizes the firm to grow and protect their clients’ assets and aligns their interests with those of their clients. They are transparent about their fees and don’t charge hidden or excessive fees.
Background
KESTRA PRIVATE WEALTH SERVICES, LLC has been in business for over 25 years, providing expert financial guidance to their clients. Their experienced team of advisors brings a diverse range of skills and expertise to the table, ensuring that clients receive personalized and well-informed advice.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s essential to be aware of any potential conflicts of interest that may arise. KESTRA PRIVATE WEALTH SERVICES, LLC is a Registered Investment Advisor (RIA) and is bound by fiduciary duty to act in their clients’ best interests. They have a strict code of ethics that all their advisors must follow, ensuring transparency and avoiding any conflicts of interest.