BP
BP

Brady Preston

9 Years of Experience
Little Rock, AR

Brady Preston is a registered investment advisor at Westrock Asset Management, LLC, based in Little Rock, AR, with 9 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
4 clients
Average Client Portfolio
$52.1M average
Assets Under Management
$208.5M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Westrock Asset Management provides investment advice to private investment funds.

Each fund pays a management fee of 0.5% per quarter (2.0% per year) of the fund's net asset value. An affiliate of Westrock also receives a performance-based allocation equal to 20% of the net profits allocated to each investor's account, subject to certain terms and conditions.

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Location

4009 N. Rodney Parham Road, Little Rock, AR, 72212

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Westrock Asset Management, LLC
September 2016 - Present · 9 yrs 8 mos
State Registrations1 state
AR
Advisor

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
No exam information available for this advisor.