Preston Werth
Preston Werth is a CFA-designated registered investment advisor at Latticework Investment Management, based in Overland Park, KS, with 9 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable based on the nature, complexity, and scope of services, amount of assets managed, and pre-existing relationships.
Fee Estimator
Location
7420 W. 162nd Terrace, Overland Park, KS, 66085
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 Activities
Preston is an owner of Werth Wealth Advisors, an entity that maintains balances for employee deferred compensation and other investment accounts, dedicating minimal time to it. He is also an owner and Director of Research at Werth Wealth Management LLC, dedicating about half of his time to this role.
Employment History
Current Registrations
Latticework Investment Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.
Exams
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