Advisor at Prescott Investor Services, Inc.
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Firm
Prescott Investor Services, Inc.
Location
Prescott, AZ 86301
Credentials
Series 63, Series 65
Industry experience
31 years
Michael Beatty is a financial advisor with Prescott Investor Services, Inc. in Prescott, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Prescott Investor Services since 1989. In addition to his advisory role, he is a licensed life and health insurance agent in Arizona. Prescott Investor Services primarily provides portfolio management and advisory services to individual investors, small institutions, and non-profit organizations. The firm employs a value-oriented, long-term investment approach focused on diversified holdings of mid- to large-cap dividend-paying equities and investment-grade fixed income, managing most accounts on a discretionary basis.
1.00% annually
Standard hourly fee is $200/hour but may be negotiated
Account minimum: $250,000 Fee-only: Fee-only basis, management fees based on percentage of assets under management
747 Whipple Street
Prescott, AZ 86301
Arizona
Prescott Investor Services, Inc.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Prescott, AZ
Yavapai Financial Planning, L.L.C.
CFP®, Series 63, Series 65, Series 66
Prescott, AZ
Fiwheels
Series 63, Series 65
Prescott, AZ
Tandem Investment Partners, LLC
Series 63, Series 66
Prescott Valley, AZ
New Life Financial LLC
Series 63, Series 65
Prescott Valley, AZ
New Life Financial LLC
CFP®, Series 65
Prescott, AZ
Montoya Wealth Management
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