Peter Baker is a registered investment advisor at Preston Wealth Advisors, LLC., based in Reston, VA, with 20 years of industry experience. Peter 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.
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Learn about disclosures →Other Business Activities
Peter owns a single-family home. He also serves on the board of directors for Ruritans of Lucketts, a non-profit community aid group, dedicating minimal time to this role.
Employment History
Current Registrations
Preston Wealth Advisors, LLC.
Previous Registrations
Catoctin Wealth Management LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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