Precision Financial Services
Assets Under Management
$367.7M
Number of Clients
515
Number of Advisors
11
Average Client AUM
$714K
AUM per Advisor
$33.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PFS Partners, LLC offers investment management services through its wrap program. Fees cover trade execution, custody, reporting, and investment management. Clients may incur additional fees like trustee fees or mutual fund expenses. The firm also provides financial planning and consulting services on a stand-alone fee basis, as well as retirement consulting services.
Fee Structure
The annual wrap program fee is negotiable, up to 1.50%, based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may pay different fees based on these factors. Clients maintaining a retirement account with NFS are charged an additional $35.00 to $40.00 per year. Financial planning and consulting fees range from $2,000 to $15,000 on a fixed fee basis, or $150 to $300 hourly. Retirement consulting fees range from 0.10% to 1.00% of plan assets.
Areas of Practice
Location
350 Us Highway 46, Mine Hill, NJ, 07803