Precise Investment Management offers discretionary portfolio management services to individuals, small businesses, and institutions. They also provide access to portfolio managers through the Precise Worldview Structured and Focus Programs, primarily for clients located in other countries. Precise selects portfolio managers based on recommendations and research, followed by due diligence reviews.
Fee Structure
Precise Investment Management charges a percentage of your portfolio's value annually for their single managed accounts. The advisory fees range from 0.75% to 2.00%, but are negotiable based on the client relationship and the size of the account. Fees are billed quarterly, in advance. For the Precise Worldview Focus and Structured Programs, the advisory fees range from 0.75% to 1.50%, also negotiable, but will not exceed 3% of the portfolio assets under management per year.