Precision Fiduciary Partners offers investment management and fiduciary services to businesses, retirement plans, government plans, health savings account holders, and individual investors. The firm specializes in retirement plan consulting, plan governance, vendor evaluation, and portfolio management. Precision Fiduciary Partners utilizes fundamental and technical analysis, value investing, and third-party managers to build diversified portfolios. The firm operates as a registered investment advisor and acts as a fiduciary for its clients, focusing on retirement readiness and disciplined investment oversight.
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.