Precision Vector Financial LLC (PVF) provides investment management services, retirement planning assistance, and financial planning. PVF works with clients to understand their goals, risk tolerance, and financial situation to create tailored plans. PVF also assists soon-to-be retirees with navigating retirement paperwork. PVF does not participate in wrap fee programs.
Assets Under Management$640K
Clients7
Advisors1
Avg. per Client$91K
Avg. per Advisor$640K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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