Preferred Wealth Advisors manages investment portfolios and provides financial planning services for individuals and high-net-worth clients. Preferred Wealth Advisors partners with third-party money managers and platforms like Orion Portfolio Solutions, EQIS Capital Management, and Gradient Investments to handle portfolio execution and strategies. Preferred Wealth Advisors helps clients select appropriate third-party managers, monitors portfolio performance, and develops tailored financial plans covering retirement, taxes, estate planning, and insurance. The firm operates as a fee-based practice, and the founder also maintains an independent insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Schedule reflects Orion Portfolio Solutions program fees retained by Preferred Wealth Advisors. Firm also offers third-party programs through EQIS and Gradient Investments with separate fee schedules.