Precise Investment Management manages investment portfolios and provides access to third-party portfolio managers for individuals and families, primarily serving non-citizens and non-resident aliens. Precise offers discretionary portfolio management through single managed accounts as well as structured and focus programs that utilize external money managers. The firm advises on a wide range of investments, including stocks, bonds, mutual funds, options, alternative investments, and foreign equivalents. Precise operates branch offices in Florida and Texas, with its main office in Illinois.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.75% to 2.00% for single managed accounts and 0.75% to 1.50% for structured and focus programs, with a maximum total program fee of 3.00%. Fees are negotiable.