Precedent Asset Management
Precedent Asset Management is Fee-Only financial planning and investment management firm serving Indianapolis, Cincinnati, and surrounding areas with comprehensive wealth management. Our typical client is a mid to late-career physician or professional, and those near or entering retirement with concerns about sustaining retirement income. We also work extensively with couples going through a divorce, as well as those preparing for the continued financial care of their spouse as they age.
It costs $4,800 per year to have a relationship with us that includes financial planning, retirement planning, tax management, estate planning, and the other advice you expect. Investment management costs 0.50%, declining to 0.10% on amounts above $3 million.
We look forward to getting to know you and discussing how we can bring value to you!