Preferred Wealth Management, LLC
114 E Lawrence Ave
Suite A
Charlotte, MI 48813
Suite A
Charlotte, MI 48813
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Services I Provide:
- I act as a solicitor of an investment manager(s) to manage client assets. I receive a disclosed percent of assets under management as compensation. The investment manager also charges a management fee. Total fees are disclosed in the Harbour Investments Third Party Money Managers Program Services Agreement.
- I provide portfolio management services and receive a disclosed percent of assets under management as compensation. Specific services provided are outlined in Harbour Investments Asset Management Services Agreement.
- I provide non-portfolio management services and assess a flat or hourly fee at a disclosed dollar amount as compensation. Specific services provided are outlined in the Harbour Investments Financial Planning & Investment Consultation Services Agreement.
- I sell insurance or investment products that have a stated commission paid to me.
- As an investment advisor, I act in the best interest of my clients and do not place my own interests ahead of my clients.
- I use third party financial tools for portfolio analysis and to support various planning needs.