Rena Abdalla is a registered investment advisor at Preston Wealth Advisors, LLC., based in Reston, VA, with 11 years of industry experience. Rena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 380 clients with $260M 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 $500K | 1.60% |
| $500K - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. The annual advisory fee charged by the firm will never be more than 2.0% of the client’s assets under management.
Fee Estimator
Location
1886 Metro Center Drive, Suite 620, Reston, VA, 20190
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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
Rena works as a mortgage advisor and lender for Everett Financial, Inc. since 2014. She also owns Rena Consulting, LLC, providing event and design consulting services to non-profits, dedicating about half of her time to both activities, including a minimal amount of time during security trading hours.
Employment History
Current Registrations
Preston Wealth Advisors, LLC.
State Registrations1 state
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