Precedent Asset Management offers personalized investment management and financial planning services to individuals, high-net-worth families, trusts, and businesses. Operating in Indianapolis, Indiana, Precedent Asset Management builds custom portfolios or uses model portfolios tailored to each client's risk tolerance and investment goals, utilizing mutual funds, exchange-traded funds, individual stocks, and bonds. In addition to portfolio management, Precedent Asset Management provides comprehensive or single-subject financial planning, specialized divorce financial analysis through a Certified Divorce Financial Analyst, and selection of third-party money managers. The firm emphasizes diversification, tax efficiency, low costs, and avoiding investment fads, while operating under a legal obligation to act in your best interest when advising on retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are negotiable. Household accounts on the same tax return are combined to reach lower rate tiers.
