Precision Capital Planning is a fee-only registered investment advisor based in Oregon, Wisconsin, founded and operated by Masees R. Mesdjian. The firm provides objective, data-driven financial advice and does not sell generic products or accept commissions. Precision Capital Planning offers three main service tracks: comprehensive financial planning through an eight-part diagnostic framework covering net worth, cash flow, retirement modeling, and tax strategies; ongoing subscription retainer-based financial coaching; and ongoing non-discretionary portfolio review and advisory management where clients retain final approval over all trades. The firm focuses on long-term, passive asset allocation using low-cost exchange-traded funds and serves individuals, high-net-worth families, and small business owners with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable based on balance sheet complexity, historical relationship, or early legacy status.