Precise Investment Management, INC.

Assets Under Management

$69.0M

Number of Clients

3

Number of Advisors

7

Average Client AUM

$23.0M

AUM per Advisor

$9.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Precise Investment Management provides discretionary portfolio management services to individuals, small businesses, and institutional clients. They offer advice on various investment products, including equities, debt securities, mutual funds, and alternative investments. Fees are based on assets under management and are negotiable.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

600 Central Ave, Suite 293, Highland Park, IL, 60035

7 Advisors at this firm

Precise Investment Management, Inc. | TrueAdvisor