Assets Under Management
$261.3M
Number of Clients
380
Number of Advisors
4
Average Client AUM
$688K
AUM per Advisor
$65.3M
Compensation
Fee-Only (AUM)
Preston Wealth Advisors provides investment advice to individuals, families, and related entities. They offer financial planning services covering investment, retirement, insurance, and tax planning. They also manage private funds and participant accounts. The firm utilizes both active and passive asset management strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The Advisory Fee for a client is negotiable based on, among other things, the type of client, the complexity of the client's situation, and the potential for additional account deposits. The annual Advisory Fee charged by the Firm will never be more than 2.0% of the client’s assets under management.
1886 Metro Center Drive, Suite 620, Reston, VA, 20190