Precession Capital Management offers investment advice to clients through managed accounts, with both discretionary and non-discretionary options. They create an Investment Policy Statement for each client, outlining their financial situation, investment objectives, risk tolerance, and other relevant information. Portfolios are structured based on these objectives. Precession may also receive performance-based fees from clients.
Assets Under Management$21M
Clients9
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees may be negotiable. Performance fees ranging from 10-20% may also apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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