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!


Advisors at this Office

Advisors at Other Firm Offices


This Office

11 Garfield Place Cincinnati, OH 45202-4301 Phone: (513) 817-0326

Primary Office

9000 Keystone Xing Ste 145 Indianapolis, IN 46240-7825 Phone: (317) 793-3553

Other Offices

11 Garfield Place Cincinnati, OH 45202-4301 Phone: (513) 817-0326