Tatum Duffie is a registered investment advisor at Precedent Wealth Partners, LLC, based in Houston, TX. Tatum operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 166 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tatum owns an interior design and consulting business, working with corporations and individuals since June 2020. This takes nearly a full-time commitment, including a significant portion during trading hours.
Employment History
Current Registrations
Precedent Wealth Partners, LLC
State Registrations1 state
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