Assets Under Management
$5.0B
Number of Clients
63
Number of Advisors
7
Average Client AUM
$79.5M
AUM per Advisor
$715.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Precept Advisory Group provides investment advisory services to corporations and other entities regarding their retirement plans. They offer retirement consulting services, plan reviews, and recommendations for plan enhancements. They can act as an ERISA 3(21) or 3(38) fiduciary, providing either non-discretionary or discretionary investment advice.
130 Theory, Suite 200, Irvine, CA, 92617