Lavanya Batchu
Lavanya Batchu is a registered investment advisor at Precision Fiduciary Partners, LLC, based in Chicago, IL, with 12 years of industry experience. Lavanya is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,144 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Precision Fiduciary Partners charges fees for investment advisory services that vary based on the amount of assets managed. For retirement plan and institutional services, fees typically range between 0.05% and 0.75% of assets, or flat fees ranging from $500 to $200,000 depending on plan size, participant count, and complexity. For automated solutions like RetireGuide and collective investment trusts, fees generally range from 0.03% to 0.40% of assets or flat fees between $500 and $200,000.
Location
353 N. Clark St, Chicago, IL, 60654
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Regulatory History
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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Current Registrations
Precision Fiduciary Partners, LLC
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
State Registrations2 states
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.
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