Bree Perea is a registered investment advisor at Independent Financial Group, LLC, based in Prescott, AZ, with 10 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1555 Plaza West, Prescott, AZ, 86303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bree is a notary public, a 50% owner of Padgett & Perea LLC providing bookkeeping, accounting, and tax preparation, and a registered assistant at Cambium Wealth and Legacy Strategies. She also provides operational support and client services at Taylor & Padgett Financial Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations1 state
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