Precedent Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Precedent Financial Strategies provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations, and other business entities, offering portfolio management, financial planning and consulting, divorce planning, and selection of third‑party money managers. Services are offered on discretionary and non‑discretionary bases and are tailored to each client’s objectives, with typical investments including mutual funds, ETFs, individual equities, and fixed income.
The firm’s investment philosophy centers on strategic asset allocation, diversification, tax efficiency, low‑cost implementation, and position‑level transparency, explicitly avoiding opaque or illiquid vehicles such as hedge funds and certain partnerships. Precedent uses fundamental, technical, and cyclical analysis to construct portfolios and may implement allocations through direct holdings, passive funds, outside managers, and tactical exposures (including inverse ETFs when appropriate).
Notable features that distinguish the firm from many peers include a dedicated divorce planning service led by a CDFA‑designated representative and an offered Digital Asset allocation via an approved cryptocurrency ETF for suitable clients. The firm also discloses an operational practice of not aggregating (block) trades across advisory accounts—a detail that can affect trade execution and client pricing—and places particular emphasis on tax considerations when selecting managers and instruments.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees from $3,500 to $15,000 upfront, plus $7,500 to $30,000 annually, payable quarterly
$0 - $2,000,000: 1.00% annually (0.25% quarterly) $2,000,001 - $5,000,000: 0.80% annually (0.20% quarterly) $5,000,001 - $8,000,000: 0.60% annually (0.15% quarterly) $8,000,001+: 0.50% annually (0.125% quarterly)
$350 per hour for financial planning and consulting; $450 per hour for divorce planning and consulting, billed in 6-minute increments; reduced hourly rates may apply
Account minimum: $500,000 Fee-only: Financial planning fixed fees ranging from $3,500 to $15,000 upfront and $7,500 to $30,000 annually; hourly fees $350/hour (financial planning), $450/hour (divorce planning), billed in 6-minute increments with possible reduced rates
Main office
9000 Keystone Crossing, Suite 145
Indianapolis IN 46240-4600
Advisors at this office
1
Most active in
Indiana
Also doing business as
Precedent Asset Management · Precedent Asset Management, LLC · Precedent Financial Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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