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How does the advisor help clients – Key Takeaways:
Precision Capital Advisors, LLC is a financial advisory firm that specializes in providing strategic financial planning and investment management services to clients. With a team of knowledgeable and experienced advisors, the firm aims to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Precision Capital Advisors, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As per the latest publicly available information, the firm manages over $500 million in client assets and has a team of 10 advisors. The firm was established in 2005 and has been in business for over 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
Precision Capital Advisors, LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Strategic Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
Client Types
Precision Capital Advisors, LLC caters to a diverse clientele including high-net-worth individuals, families, and business owners. The firm also serves institutional clients, including corporations, foundations, and endowments.
Fees & Compensation
Precision Capital Advisors, LLC charges an annual fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
The firm also offers hourly or project-based financial planning services for clients who do not wish to engage in ongoing investment management.
Background
Precision Capital Advisors, LLC was founded by a team of experienced financial professionals with a mission to provide personalized and comprehensive financial planning solutions to their clients. The firm prides itself on its independent and unbiased approach, and its commitment to always act in the best interest of its clients.
Financial Advisor Disclosures to Know
Precision Capital Advisors, LLC has a clean record with no disciplinary actions or regulatory sanctions. The firm is legally bound to act in the best interest of its clients and disclose any potential conflicts of interest.