Precedent Wealth Partners offers investment management and financial planning services to individuals and other clients. Investment management can be discretionary or non-discretionary. Financial planning covers areas like business planning, retirement, tax, and estate planning. The firm also provides retirement plan consulting to employer plan sponsors. Precedent Wealth Partners may recommend third-party money managers and uses Dynasty Financial Partners for operational support.
Assets Under Management$540M
Clients166
Advisors17
Avg. per Client$3.2M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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