Assets Under Management
$10.2B
Number of Clients
15,631
Number of Advisors
206
Average Client AUM
$653K
AUM per Advisor
$49.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kestra Private Wealth Services offers wrap fee investment advisory services. Advisors use the AdvisorEnterprise platform to provide investment advice, portfolio administration, and reporting services. The firm has conflicts of interest related to platform fees and affiliated companies.
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735