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
Preferred Wealth Management, 121 E. Birch Ave, Suite 404, Flagstaff, AZ, 86001
Get directionsRegulatory History (1)
Criminal
February 1997Other Business ActivitiesSells Insurance
Donald is a sole proprietor accountant and tax preparer at M.A.S. Financial Group, dedicating about half of his time to this activity. He also works as a registered representative marketing fixed insurance and securities through Preferred Financial Group, LLC, spending about half his time on this as well.