Parker Lenz is a registered investment advisor at Pinecrest Advisors, based in Kalispell, MT, with 3 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Kalispell, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Parker works full-time as a Senior Data Consultant at Snow Fox Data since December 2023. His role involves data projects related to analytics, AI/ML, and data engineering.
Employment History
Current Registrations
Pinecrest Advisors
Previous Registrations
Fox River Capital
State Registrations1 state
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