Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $12,500 may apply for Juicing® PLUS clients.
Fee Estimator
The Juicing® Plan, a one-time financial planning process, has a typical fixed fee range of $6,900 to $8,900, depending on complexity. Hourly planning is available in limited cases for $200 to $500 per hour. Juicing® PLUS, which includes ongoing financial planning and investment management, is for clients with $1,000,000 or more and may be subject to a minimum annual fee of $12,500, billed quarterly. Clients also incur third-party costs such as custodial, brokerage, and fund expense ratios.
Areas of Practice
Advisor Information
Office location
4200 N Marshall Way, Suite 2, Scottsdale, AZ, 85251
Get directionsRegulatory History (1)
Customer Dispute
October 2002Other Business Activities
Dana is the proprietor of WildFire Property I LLC (rental property) and Anaday LLC (royalties). She is also a partner in BodyByIntent LLC (health and wellness) and WMS Investment Management LLC, which manages a fixed income fund expected to disburse assets by the end of 2025.