Reston Wealth Management provides wealth services focused on responsible financial decisions to help clients achieve their financial goals. They offer account management services, managing diversified investments like mutual funds, ETFs, stocks, and bonds. They also offer wealth planning, which involves evaluating financial options based on life goals and creating a step-by-step plan to align financial decisions with those goals. Wealth planning includes analyzing financial situations, projecting consequences, and implementing protocols.
Assets Under Management$480M
Clients473
Advisors4
Avg. per Client$1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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