Precision Wealth Strategies (PWS) offers personalized financial planning and investment management services. PWS provides advice on a discretionary or non-discretionary basis, tailoring strategies to each client's objectives. PWS invests in mutual funds, ETFs, equities, and other investments. PWS also offers financial planning services, including retirement, estate, tax, and education planning. PWS may recommend its affiliates for insurance and business consulting services.
Fee Structure
PWS charges an annual advisory fee, either fixed or based on a percentage of your portfolio. The percentage typically ranges from 1% to 2.2%. For some clients, PWS uses a tiered schedule, where the percentage charged depends on the amount in each tier. Fees for directly-managed held-away accounts, such as 401(k)s, may be billed directly to the client.