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
1202 E Maryland Ave Suite 1J, Phoenix, AZ, 85014
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
Nancy is the President of Preferred Wealth Management, dedicating full-time hours to day-to-day operations. She also engages in insurance sales and brokerage services through various entities, dedicating about 10-20% of her time to each.