John Preston is a registered investment advisor at Wealthedge Investment Advisors LLC, based in New York, NY, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 363 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthEdge charges an annual fee based on a percentage of the value of your portfolio. The fees generally range from 0.2% for fixed income portfolios up to 2.5% for individual and model portfolio management services. A minimum of $50,000 of assets under management is required for this service. WealthEdge's advisory fees are negotiable. WealthEdge's advisory fees for third party managers are not negotiable.
Location
99 Park Ave., Suite 1920, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealthedge Investment Advisors LLC
Previous Registrations
Watts Capital Partners LLC
Watts Capital Partners LLC
Beech Hill Advisors, INC
Beech Hill Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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