Our-Mission

Our Mission

“Precedent” is a new standard.

Precedent Asset Management is setting a new standard. We are establishing a precedent for the future of asset management.

We want to help you achieve a new level of clarity, simplicity and effectiveness in your finances — providing the framework for making decisions and following a path that builds true wealth.

Who-We-Serve

Who We Serve

Precedent Asset Management provides ongoing financial planning and active investment management services for:

  • Physicians and Health Care Executives
  • Families planning for or entering retirement
  • Investors seeking careful risk management
  • High-income earners wanting to minimize lifetime taxes
  • 401(k) retirement plan sponsors and trustees

We work only as a fiduciary advisor to our clients in exchange for a reasonable fee. We do not receive commissions or other forms of revenue from product providers. You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances.

Cost-of-Services

Cost of Services

Financial Planning

Financial planning services are provided on an ongoing basis starting at $1,500 up-front and $600 per quarter. There is no minimum asset requirement.

Asset Management

Our asset management fee is 0.0375% to 0.25% quarterly on assets we manage, depending on the size of your investment portfolio. Minimum account size is $150,000.

Professional services are also available on an hourly basis. See the Services page for more information.

 


Fiduciary Pledge | Code of Ethics and Professional Conduct | Notices and Disclosures


 

Your Professionals

2014-11 headshot, Kenneth

 

Stacy

 

 

Rebecca