Precise Investment Management, INC.
Assets Under Management
$69.0M
Number of Clients
3
Number of Advisors
7
Average Client AUM
$23.0M
AUM per Advisor
$9.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Precise Investment Management provides discretionary portfolio management services for individuals, small businesses, and institutions. They offer advice on various investment products, including equities, debt securities, mutual funds, and alternative investments. Fees are negotiable and based on 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
Location
600 Central Ave, Suite 293, Highland Park, IL, 60035