Kestra Investment Management (Kestra IM) provides market commentary, investment research, and portfolio management services. Kestra IM delivers these services through affiliated registered investment advisors, broker-dealers, and trust companies. Kestra IM constructs and manages model portfolios designed to address a range of client investment objectives and risk profiles. Kestra IM does not contract directly with retail clients.
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.