Precedent Financial Strategies provides investment advice and financial planning to individuals and families. Services include portfolio management, financial planning, and divorce planning. Precedent may recommend third-party money managers. Investment advice is tailored to each client's needs and objectives.
Assets Under Management$88M
Clients71
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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