| 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
Get directionsGregory is the owner of Preston Wealth Advisors LLC, an investment advisory firm, since 2013. He spends nearly full-time on this business, handling financial planning, client acquisition, trading, client relationships, and accounting.