Wealth Preservation Advisors
Wealth Preservation Advisors Overview
The aggregated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Wealth Preservation Advisors has 1.0 star rating based on 1 customer review. Consumers are mostly dissatisfied.
- Rating Distribution
Recent recommendations regarding this business are as follows: "I reccomend avoiding them".
Consumers are not pleased with Billing Practices and Customer service. The price level of this organization is high according to consumer reviews.
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 |
Vallejo, California
Ethical, fiduciary issues
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
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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