About PRECEDENT FINANCIAL STRATEGIES
PRECEDENT FINANCIAL STRATEGIES is a well-respected financial firm that has been providing expert financial advice and management to clients for over a decade. With a team of experienced advisors and a commitment to personalized service, PRECEDENT FINANCIAL STRATEGIES strives to help their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The team at PRECEDENT FINANCIAL STRATEGIES understands that every client has unique financial needs and goals. They offer a range of services designed to help individuals and businesses make informed financial decisions, including:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
Facts and Insights
Here are some key facts and insights about PRECEDENT FINANCIAL STRATEGIES:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 12 years |
With $500 million in assets under management, PRECEDENT FINANCIAL STRATEGIES has a proven track record of helping clients grow their wealth. They currently have a team of 20 dedicated advisors who work together to provide top-notch financial guidance. And with 12 years in the business, they have a wealth of experience and expertise to offer their clients.
Financial Services Offered
PRECEDENT FINANCIAL STRATEGIES offers a comprehensive range of financial services to meet the needs of their clients. These services include:
- Investment management
- Retirement planning
- Education planning
- Insurance planning
- Estate planning
- Tax planning
- Business planning
They also offer specialized services for high-net-worth individuals and business owners, including succession planning and wealth transfer strategies.
Client Types
PRECEDENT FINANCIAL STRATEGIES works with a diverse range of clients, including individuals, families, and businesses. They have the knowledge and experience to serve clients at all stages of their financial journey, from young professionals just starting out to retirees looking to preserve and transfer their wealth.
Fees & Compensation
PRECEDENT FINANCIAL STRATEGIES operates on a fee-only compensation model. This means that they do not receive any commissions or kickbacks for recommending certain products or investments. Instead, they are compensated solely by fees paid by their clients, ensuring that their advice is always in their clients’ best interests.
Background
The team at PRECEDENT FINANCIAL STRATEGIES is made up of highly qualified and experienced financial advisors. They have a wide range of backgrounds and expertise, ensuring that they can provide personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
Potential clients of PRECEDENT FINANCIAL STRATEGIES should be aware of the following disclosures:
- PRECEDENT FINANCIAL STRATEGIES is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at PRECEDENT FINANCIAL STRATEGIES hold necessary licenses and certifications to provide financial advice.
- PRECEDENT FINANCIAL STRATEGIES has no disciplinary actions or sanctions on record.
These disclosures demonstrate PRECEDENT FINANCIAL STRATEGIES’ commitment to transparency and upholding the highest standards of professionalism and ethics.