Wealth Preservation Advisors Reviews
Wealth Preservation Advisors Overview
The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Wealth Preservation Advisors reviews show a 1.0 star rating from 1 review and general dissatisfaction; recent recommendation is to avoid them due to high price level and reported ethics concerns.
Positive Feedback
No positive comments appear in the available review; consumers note price level and fee arrangements but express dissatisfaction rather than praise.
Negative Feedback / Risk Areas
- Customer complaints highlight sudden fee increases and alleged breach of a 3 year fee commitment.
- Billing and customer service issues include abrupt termination of services and lack of account monitoring.
- Allegations of unethical practices and fraud investigations damage trust in asset protection and membership offerings.
Key Takeaways for Future Customers
- Check Wealth Preservation Advisors reviews and documented fee agreements before committing.
- Verify billing terms and insist on written guarantees for memberships or long-term fee commitments.
- Be cautious if customer service responsiveness and ethical conduct are critical to your advisor choice.
The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Wealth Preservation Advisors reviews show a 1.0 star rating from 1 review and general dissatisfaction; recent recommendation is to avoid them due to high price level and reported ethics concerns.
Positive Feedback
No positive comments appear in the available review; consumers note price level and fee arrangements but express dissatisfaction rather than praise.
Negative Feedback / Risk Areas
- Customer complaints highlight sudden fee increases and alleged breach of a 3 year fee commitment.
- Billing and customer service issues include abrupt termination of services and lack of account monitoring.
- Allegations of unethical practices and fraud investigations damage trust in asset protection and membership offerings.
Key Takeaways for Future Customers
- Check Wealth Preservation Advisors reviews and documented fee agreements before committing.
- Verify billing terms and insist on written guarantees for memberships or long-term fee commitments.
- Be cautious if customer service responsiveness and ethical conduct are critical to your advisor choice.
This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ
Verified Reviewer
Ethical, fiduciary issues
- - Firm offered a 3-year fee through 2025.
- - In 2024 they said 2025 fees would rise 60%.
- - They terminated services during Thanksgiving week without notice.
The firm’s name is Doyenne Wealth Advisors in Chicago. They breached a contract specifying their fees.
When we objected, they terminated all services with no notice leaving us in the dark about our investments which they had been managing.
They have admitted their actions were retaliatory . I believe they blatantly violated their fiduciary and ethical duties and caution anyone about dealing with them
I was a long time customer of Doyenne Wealth Advisors of Chicago. In 2023, they offered a 3 year fee commitment through 2025 to keep my business and I agreed.
In 2024, they informed me that my fee for 2025 would increase by 60% in violation of the agreement.
I objected and they promptly terminated their services during Thanksgiving week and without notice, leaving my financial accounts in limbo, without monitoring and providing me with no updated status information. I believe they acted unethically and definately don't recommend doing business with them.
User's recommendation: I reccomend avoiding them
Las Vegas, Nevada
*** liar useless investigated for fraud
- - Potter and his wife are scam artists.
- - He worked for Cort Christie in Vegas.
- - AG and IRS are investigating; paperwork is templated asset protection.
Michael potter is a complete sham.
He worked for Cort christie for years in Vegas scamming people with their useless and illegal "asset protection" seminars.
Potter is being investigated by the attorney general and the IRS has been chasing him and his wife for years for selling information to people that they didn't have to pay the IRS.
Him and his wife are complete scam artists.
They do nothing legally.
All their paperwork is a template that they send out to everyone and then they created by photocopying of course so called asset protection trusts.
They are scams keep far away from them
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