Gregory Mattingly is a CFP-designated registered investment advisor at Preston Wealth Advisors, LLC., based in Reston, VA, with 20 years of industry experience. Gregory 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
Get directionsHistory
Regulatory History (1)
Regulatory
September 2014Other Business Activities
Gregory 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.
Employment History
Current Registrations
Preston Wealth Advisors, LLC.
Previous Registrations
Preston Wealth Advisors LLC
Manna Capital ManagementBroker
Preston Wealth Management LLC
Lara, Shull & May, LLCBroker
Lara, Shull & May, LLC
Lara, Shull & May, LTDBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.