Theron Holladay is a CFA-designated registered investment advisor at Parkway Advisors, L.P., based in Abilene, TX, with 24 years of industry experience. Theron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 59 clients with $3.5B 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule may vary depending upon factors such as the management style, complexity of investments, amount of assets and/or those with a pre-existing relationship. Fees are calculated on an incremental basis and are subject to change with 30 days written notice. Parkway reserves the right to waive its fees.
Fee Estimator
Location
6550 Directors Parkway, Abilene, TX, 79606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Parkway Advisors, L.P.
State Registrations1 state
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