Luke Addington is a registered investment advisor at Preston Wealth Advisors, LLC., based in Reston, VA, with 1 years of industry experience. Luke 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
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 ActivitiesSells Insurance
Luke works full-time as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.
Employment History
Current Registrations
Preston Wealth Advisors, LLC.
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
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.