Alexis Miller is a registered investment advisor at Precision Fiduciary Partners, LLC, based in Austin, TX, with 6 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Precision Fiduciary Partners, LLC
State Registrations1 state
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Exams
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