kestra financial wealth advisory
Hidden Financial Planning Merge Cuts Fees for High‑Net‑Worth
Hidden Financial Planning Merge Cuts Fees for High-Net-Worth The merger reduces advisory fees for high-net-worth families by consolidating back-office costs and expanding integrated planning tools. By combining Kestra Financial and Charted Wealth, clients receive broader service breadth while paying a lower percentage of assets under management. 2025 data shows the