Precision Wealth Advisors offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement and builds portfolios primarily using exchange-traded funds, mutual funds, equities, and fixed income securities. Precision Wealth Advisors uses fundamental, technical, and charting analysis, along with modern portfolio theory, to guide its long-term investment strategies. The firm operates with the authority to make trades on behalf of clients without asking first. In addition to investment management, the firm's principal owner is a licensed insurance agent and may recommend insurance products, which creates a conflict of interest since commissions can be earned. Precision Wealth Advisors works primarily with individuals and high-net-worth individuals and does not require a minimum account size to get started.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.