John Choquette is a CFA-designated registered investment advisor at Kestra Investment Management, LLC., based in Austin, TX. John 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
5707 Southwest Parkway, Building 2, Ste 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kestra Investment Management, LLC.
State Registrations1 state
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