Parker Marsh is a registered investment advisor at Private Client Services, LLC, based in Wormleysburg, PA, with 8 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
602 North Front Street, Wormleysburg, PA, 17043
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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 →Other Business Activities
Parker is involved with Stonebridge Financial Group, providing corporate retirement plan consulting full-time. Parker also sells financial products through Private Client Services, dedicating minimal time, and is a board member for Lancaster County Field of Hope, spending a few hours per week.
Employment History
Current Registrations
Private Client Services, LLCBroker
Stonebridge Financial Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Triad Hybrid Solutions
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.