Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Precise charges an annual wrap fee, calculated quarterly, ranging from 1.00% to 2.00% of assets under management. All fees are subject to negotiation. This fee does not include transaction costs, brokerage commissions for transactions outside of Insight Securities Inc., or custody fees. Clients may also incur charges from custodians, brokers, and other third parties. Lower fees for comparable services may be available from other sources.
Areas of Practice
Advisor Information
Office location
Chicago, IL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David works on accounting issues for Precise Investment Management, a state-regulated investment advisory business. He dedicates a few hours per week to this role and receives no compensation.