Janel Durfee
Janel Durfee is a registered investment advisor at Wealth Resource Investment Advisors LLC, based in Mesa, AZ, with 20 years of industry experience. Janel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 9 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1423 S. Higley Road, Suite #128, Mesa, AZ, 85206
Get directionsHistory
Regulatory 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
Janel is an investment adviser representative with Wealth Resource Investment Advisors LLC and a licensed insurance agent through Wealth Planning Strategies LLC. She also manages Turnkey Management LLC, her family's office.
Employment History
Current Registrations
Wealth Resource Investment Advisors LLC
Previous Registrations
Legacy Wealth Management, LLC
Tribeca Financial, LLC
Tribeca Advisors, LLC
Tribeca Financial, LLC
Hornor, Townsend & Kent, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.