Kestra Private Wealth Services, Llc
5707 SOUTHWEST PARKWAY, Austin, Texas 78735
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
on a blended basis. For the first $5M of an account/household, the Program Fee ranges from 0.17% to 0.12%. Any amount above $5M is charged a Program Fee of 0.05%. Therefore, any account or household above $5M will have a blended Program Fee. Page | 9 81888 You will also pay acco
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 22 disclosures on record with the SEC.
Criminal disclosures; Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.