Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning or consulting are negotiated based on complexity and scope, and can be a single fee, hourly fee, or retainer. Wealth management fees are based on a percentage of the average daily value of assets, assessed monthly in arrears. IWN charges a Program Fee in addition to the investment management fee charged by the IAR. IWN will not allow IARs to impose a total fee lower than the Firm’s Program Fee of 0.10% of assets per year or more than 2.50% of assets per year. Fees are negotiable with the IAR.
Areas of Practice
Advisor Information
Office location
Poindexter Financial Group, 1965 Commerce Center Circle, Ste D, Prescott, AZ, 86301
Get directionsRegulatory 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
James is a member/owner of an LLC managing his personally owned real estate properties, dedicating a few hours per week. He is also the owner/president of Poindexter Financial Group, LLC, offering fixed insurance sales, business planning, and trust preparation services, devoting a varying amount of hours per week.