Preston Wealth Advisors is a registered investment advisor that manages investment portfolios and provides financial planning for individuals, families, and businesses. Preston Wealth Advisors builds customized portfolios using active and passive strategies, including individual stocks, mutual funds, exchange-traded funds, and fixed-income securities. The firm also manages private investment funds focused on government contractor companies and provides advisory services for 1031 like-kind real estate exchanges. Preston Wealth Advisors works with clients to understand their financial situations, risk tolerances, and goals, offering ongoing portfolio management and personalized financial planning guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on client type, situation complexity, and potential for additional deposits.