Evan Jones is a CFA-designated registered investment advisor at Parallel Advisors, LLC, based in Los Gatos, CA, with 9 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,868 clients with $8.7B 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The firm generally requires an annual minimum fee of $3,000 for its investment advisory services. The investment advisory fee is negotiable at the firm's discretion. At no time shall the firm's effective investment advisory fee exceed 2.00% of the client's assets under management.
Fee Estimator
Location
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032
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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
Parallel Advisors, LLC
Scharf Investments, LLC
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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