Rena Abdalla is a registered investment advisor at Preston Wealth Advisors, LLC., based in Reston, VA, with 12 years of industry experience. Rena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 394 clients with $290M 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 | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on client type, situation complexity, and potential for additional deposits.
Fee Estimator
Location
1886 Metro Center Drive, Suite 620, Reston, VA, 20190
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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 Activities
Rena works as a mortgage advisor and lender for Everett Financial, Inc. since 2014. She also owns Rena Consulting, LLC, providing event and design consulting services to non-profits, dedicating about half of her time to both activities, including a minimal amount of time during security trading hours.
Employment History
Current Registrations
Preston Wealth Advisors, LLC.
State Registrations1 state
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.
Exams
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