Preston Advisory Services offers investment advice tailored to individual client needs and objectives. They provide discretionary portfolio management services, constructing and monitoring investment portfolios based on client risk tolerance and financial circumstances. They primarily advise on exchange traded funds and mutual funds. Preston Advisory Services does not participate in wrap fee programs.
Assets Under Management$150M
Clients1,278
Advisors3
Avg. per Client$110K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable, depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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