Preston Wealth Advisors (PWA) offers investment advice and financial planning to individuals, families, trusts, and other entities. PWA manages investments using both active and passive strategies, investing in stocks, mutual funds, ETFs, and other securities. PWA also offers financial planning services covering investment, retirement, insurance, and tax planning. PWA also manages private funds.
Assets Under Management$260M
Clients380
Advisors5
Avg. per Client$690K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...