BP
BP

Brad D Parsons

16 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
597 clients
Average Client Portfolio
$72.3M average
Assets Under Management
$43.1B

Fee Structure

Minimum Investment:$30M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $30.0M0.75%
$30.0M - $100.0M0.50%
$100.0M - $250.0M0.40%
$250M+0.35%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3811 Turtle Creek Blvd, Suite 1225, Dallas, TX, 75219

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.
Employment Separation After Allegations
August 2022
Employment History
Current Registrations
Scs Capital Management LLC
February 2025 - Present · 1 yr
Previous Registrations
Edge Capital Group, LLC
August 2022 - February 2025 · 2 yrs 6 mos
Goldman Sachs & CO. LLCBroker
September 2009 - August 2022 · 12 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Brad D Parsons - Financial Advisor | TrueAdvisor