| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
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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 →Brian is employed by Parsonex Enterprises, Inc. and has primary roles with Parsonex Securities, Parsonex Capital Markets, and Parsonex Advisory Services, all investment-related. The filing mentions Parsonex Insurance Agency as a wholly-owned subsidiary.