About PRESTON CAPITAL
PRESTON CAPITAL is a leading financial advisory firm that has been helping clients achieve their financial goals for over twenty years. With a team of highly skilled financial experts, PRESTON CAPITAL provides a wide range of financial services and solutions to individuals, businesses, and institutions.
How PRESTON CAPITAL Helps Clients – Key Takeaways:
- Offers personalized financial planning
- Provides expert investment advice
- Assists with retirement planning
- Helps clients navigate complex tax and estate planning
- Offers a comprehensive range of financial services
Facts and Insights:
Assets Under Management: As of December 2020, PRESTON CAPITAL manages over $1 billion in assets for its clients.
Number of Advisors: PRESTON CAPITAL has a team of 50 experienced financial advisors who are dedicated to providing top-notch financial guidance and support.
Time in Business: Established in 1999, PRESTON CAPITAL has over 20 years of experience in the financial industry.
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
- Wealth management
- And more
Client Types:
PRESTON CAPITAL serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Institutional investors
Fees & Compensation:
PRESTON CAPITAL charges a fee based on a percentage of assets under management for investment management services. Other services may be offered on a fee-only or commission-based structure, depending on the client’s needs and preferences.
Background:
PRESTON CAPITAL was founded on the principles of honesty, integrity, and commitment to clients. The firm’s financial advisors have extensive experience and knowledge in the industry, providing clients with expert guidance and personalized solutions.
Financial Advisor Disclosures to Know:
As a reputable financial advisory firm, PRESTON CAPITAL follows strict compliance and disclosure guidelines. Some essential disclosures for clients to be aware of include:
- Any conflicts of interest
- Types of compensation received
- Disciplinary history (if any)
- Investment strategies and risk levels