Crystal Matlock
Crystal Matlock is a registered investment advisor at Reston Wealth Management, based in Reston, VA, with 24 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 473 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiable. Pre-existing clients may be subject to a more favorable fee schedule.
Fee Estimator
Location
1984 Isaac Newton Sq W, Ste 107, Reston, VA, 20190
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Crystal sells non-variable insurance products, including term, long-term care, health, and disability insurance through Reston Wealth Management, LLC, dedicating about 10-20% of her time. She is also a notary public in Virginia, spending minimal time on this activity.
Employment History
Current Registrations
Reston Wealth Management
Previous Registrations
LPL Financial LLCBroker
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.