Robert Parsons

32 Years of Experience

Hobe Sound, FL

1 Disclosure

Robert Parsons is a registered investment advisor at Parsons Capital Management INC, based in Hobe Sound, FL, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 740 clients with $2.1B in assets under management.

Parsons Capital Management INC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

740 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$2.1B

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $3.0M	1.00%
$3M+	0.80%

Fees may vary and may be negotiable depending on a client’s unique situation. 0.80% per year for charitable accounts.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

11450 SE Dixie Highway, Suite 205, Hobe Sound, FL, 33455

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 1979

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Parsons Capital Management INC

January 1994 - Present · 32 yrs 3 mos

State Registrations3 states

FLNYRI

Advisor

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.

Exams

No exam information available for this advisor.

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