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Credentials
Series 63, Series 66
Experience Industry experience
42 years
Location
Clinton, MT
Kestra Private Wealth Services, LLC
Multi-team
Ricardo Montejano is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Outside of his advisory work, Montejano is involved in an agricultural venture, Chubby Monkey, which he owns and oversees. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individuals and institutional clients with a wide range of investment products and specialized offerings, while providing advisors with operational support and access to approved investment platforms.
Based on Kestra Private Wealth Services, LLC
Based on Kestra Private Wealth Services, LLC
Negotiated flat fees for financial planning and consulting services
$0 - $1,999,999: up to 2.5% (general asset-based fee max) $0 - $1,999,999: Retirement plan max fees 1.50% (150 bps) $2,000,000 - $4,999,999: Retirement plan max fees 1.25% (125 bps) $5,000,000 - $9,999,999: Retirement plan max fees 1.00% (100 bps) $10,000,000 - $24,999,999: Retirement plan max fees 0.75% (75 bps) $25,000,000+: Retirement plan max fees 0.50% (50 bps)
Commission-based compensation for brokerage transactions and insurance products through affiliated broker-dealer
Hourly fees for financial planning and consulting when applicable
Subscription fees billed monthly, quarterly, or semi-annually for certain advisory services
Account minimum: $10,000 Minimum fee: Minimum account fees: $60 for APM-Tickets, $95 for APM-Wrap, $75 for Fund Strategist Portfolio (FSP) and Separately Managed Accounts (SMA), $350 for Unified Managed Accounts (UMA) Fee-only: Fees for financial planning and consulting on hourly, percentage of assets, or negotiated flat fee basis; also subscription fees billed monthly, quarterly or semi-annually
Clinton, MT
Clinton MT
Advisors at this office
1
California · Montana
42 years of industry experience
Kestra Investment Services, LLc
2014 - Present • 12 years
Clinton, MT
Kestra Private Wealth Services, LLC
2012 - Present • 14 years
Woodland Hills, CA
Wells Fargo Clearing
2007 - 2012 • 5 years
Citigroup Global Markets
2001 - 2007 • 6 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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