Kestra Holdings
What year was Kestra founded?
2016
What is the main complaint about Kestra's technology?
Clunky, Disjointed, Dated
What are the three strategic partners that we have agreements for NTF ETFs with?
Fidelity, First Trust, Wisdom Tree
What are the names of our three service teams?
Bold, Nimble, Swift
What are the minimum requirements for Kestra to engage with a recruit?
1. >$500K GDC
2. 50% Advisory based business
3. Clean U4
4. No a**holes
Who was Kestra's parent company?
NFP
What is Kestra's main client portal?
eMoney
What are the four main advisory programs on AdvisorEnterprise?
APM, FSP, SAM, UMA
How many people are on each service team?
~20 - 25
If a recruit is joining a current Kestra firm, how will we handle their fees and production?
We will aggregate at the firm level as long as they will share the same brand name or DBA.
Who owns Kestra Holdings?
StonePoint Capital
Oak Hill Capital
Current Kestra Advisors & Executive Management
What is the name of the Fidelity platform advisors can trade on?
Wealthscape
What is the pricing of a basic plan through our paraplanning team?
$900
What is our advisor to staff ratio?
~3:1
What are the minimum margins we need in order to get a deal approved?
~12% EBITDA
~22% IRR
What was Kestra Holdings most recent valuation in February 2025?
$3.2B
What are the main third-party vendors that integrate into the Kestra platform?
RedTail, eMoney, Moneyguide, RightCapital, Black Diamond, Albridge, Envestnet
What is the level 6 pricing for APM tickets and APM Wrap?
6bps & 11bps
Does Kestra allow field OSJs?
No, the Kestra home office is the OSJ
What is the total cost of our required affiliation fees, including E&O?
$8960
$4740 + $3950
What are the six companies that make up Kestra Holdings?
1. Kestra Financial
2. Kestra Private Wealth Services
3. Bluespring Wealth Partners
4. Arden Trust
5. Kestra Investment Management
6. Kestra Insurance Partners
What is Kestra's "Business Statistics" reporting tool called?
AdvisorInsights
What are the two main TAMPs that Kestra supports?
BONUS! What haircut do we receive from each of them?
SEI (5bps) & AssetMark (Flat dollar amount based on assets on that platform)
What is the minimum GDC required to offer on-site support?
$1MM
What is the minimum EBITDA that Bluespring requires for engagement?
$1MM