Kestra Institutional Services, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Kestra Institutional Services provides various services to third-party registered investment advisors (RIAs) to assist them in advising their clients. These services include technology applications, operational support, administrative infrastructure, access to service providers, and access to financial products. Kestra Institutional offers RIA as Manager Accounts, Wrap Fee Programs, and Retirement Services. Kestra Institutional does not directly manage investments for individual investors.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Kestra Institutional Services, LLC | TrueAdvisor