Ted Parkhill is a registered investment advisor at Incline Investment Management, LLC, based in Incline Village, NV, with 14 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IIM charges an annual management fee of up to 2% of your portfolio. The fee is negotiable and depends on factors like the amount of assets managed and the level of service provided. Fees are billed in arrears on a daily, monthly, or quarterly basis, depending on your preference.
Location
920 Incline Way, Suite 2D, Incline Village, NV, 89451-7429
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ted is the CEO of Incline Management LLC, an investment management firm, and spends about half his time managing the business. He is also the President of Parkhill Financial LLC, a consulting practice, dedicating minimal time, and a Managing Member and IAR of Incline Investment Advisors, LLC, spending about half his time.
Employment History
Current Registrations
Incline Investment Management, LLC
Incline Investment Advisors, LLC
Previous Registrations
Newarc Investments, INC.
Portsmouth Financial Services
Portsmouth Financial ServicesBroker
Jwh Securities, INC.Broker
Ivy Mackenzie Distributors, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.