Preston Kiledjian
Preston Kiledjian is a registered investment advisor at Owlsense Wealth & Legacy Advisors LLC, based in Stevenson Ranch, CA, with 1 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $4M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
25129 the Old Road, Suite 300, Stevenson Ranch, CA, 91381
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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
Preston works part-time as a W-2 hourly employee at Ohnstead, Kiledjian, and Kush, a tax and accounting firm. His primary role involves data entry and clerical work.
Employment History
Current Registrations
Owlsense Wealth & Legacy Advisors LLC
State Registrations1 state
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