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Professional Listing
Category: Financial
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Mark Diehl, CFP, ChFC
Preferred Wealth Management, LLC
2323 Clear Lake City Blvd.
Suite 180-144
Houston, TX 77062 Map It
USA
Telephone: 800-304-1232
Degrees: Certified Financial Planner; Chartered Financial Consultant, 1995, The American College.
Concentration: Preferred Wealth Management is a fee-only Registered Investment Advisor, specializing in portfolio design,investment management, and comprehensive financial advisory services.
Qualifications: Certified Financial Planner, Chartered Financial Consultant. Author of The Wealth Management Manual. Over 16 years of financial planning and investment experience.
Flat Fees / Pricing Info.: First Consultation: Free Hourly Fee:$150.00; Plan Fee (depending on case complexity):$400.00 to $4000.00; Assets Under Mgmt Fee:Varies with Acct Size 1.50% to .70%.
Web Site: http://www.advisor1990.com
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