Precedent Financial Strategies
Company Description (LinkedIn): Serving the uniquely complex needs of physicians, particularly those going through a divorce.
- ⏳ Active Since: 2013
- 📍 Location: Indianapolis, Indiana
- 🔢 Employee Count: 3
- 👥 Followers: 27
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 74
- 🧾 Number of accounts: 245
- 🛍 Average Account Size: $300,312
View more details on Wealthminder 🔗
External Links:
📈 Minimum to Invest:
🎓 Discounts for Trainees:
📊 One-time plan creation fee:
🕰 Founded: 2013
🇺🇲 SEC Number: N/A
🗃 CRD Number: 169100
☎ Phone Number:
📧 Email:
🐦 Twitter:
🦾 Website Accessibility Score: 96 / 100
⌛ First Indexed: 2023-03-16
📰 Last Updated: 2023-03-13