Precept Advisory Group LLC
Assets Under Management
$5.0B
Number of Clients
63
Number of Advisors
7
Average Client AUM
$79.5M
AUM per Advisor
$715.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PAG provides investment advisory services to corporations and other entities regarding their pension, profit sharing, or other retirement plans. Services include plan design, investment options, selection of plan administrator, enrollment, and educational services. Fees are based on AUM, hourly, or fixed fees.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.10% |
Fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Agreement.
Fee Estimator
Fees for services are charged as a percentage of assets under management, hourly, or as a flat fee. These fees are negotiable and confirmed in the Investment Advisory Agreement. Asset-based fees are up to 1.10% annually. Hourly fees range from $125 to $500, and fixed fees range from $1,000 to $500,000, depending on complexity and client needs.
Areas of Practice
Location
130 Theory, Suite 200, Irvine, CA, 92617