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Adam Young

4 Years of Experience
New York, NY

Adam Young is a registered investment advisor at Precession Capital Management, LLC, based in New York, NY, with 4 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$20.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fees may be negotiable. Performance fees ranging from 10-20% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

530 West 149th Street, New York, NY, 10031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Precession Capital Management, LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Clear Haven Capital Management, LLC
July 2012 - November 2014 · 2 yrs 4 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Young - Financial Advisor | TrueAdvisor