Robert Patterson is a registered investment advisor at Kestra Investment Management, LLC., based in San Antonio, TX, with 13 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Investment Management charges a management fee for its portfolio management services, which generally ranges from 0.00% to 0.50% of the market value of the portfolio. For accounts held at Charles Schwab & Co., Kestra IM also charges a manager administration fee ranging from 0.00% to 0.05%. These fees are separate from any advisory, platform, custodial, or other fees charged by the client's advisor.
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Management, LLC.
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Securities, LLCBroker
Paychex Securities CorporationBroker
American Funds Distributors, INC.Broker
American Funds Distributors, INC.
Hines Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.