Charles Parker is a CFP-designated registered investment advisor at Parker Financial Advisors LLC, based in Houston, TX, with 30 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 81 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.00% |
Fee Estimator
Contact
Charles Parker
Location
14800 St Mary'S Ln, Ste 245, Houston, TX, 77079-2943
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Parker Financial Advisors LLC
Previous Registrations
Parker Financial Advisors
State Registrations1 state
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Exams
Additional Information
Contact us for an initial conversation about how we might serve you. If we decide to continue our conversation, we offer a free, no-obligation Discovery Meeting in which we explore if we are the right firm to help you accomplish all that is important to you. As a wealth management firm, we integrate financial planning and investment management into a cohesive strategy focused on achieving your goals.