Megan Parrish is a CFP-designated registered investment advisor at Berkeley, INC, based in Boise, ID, with 2 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 222 clients with $570M 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 $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
The minimum annual fee is $2,500 and may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Contact
Megan Parrish
Location
3778 Plantation River Drive, Suite 102, Boise, ID, 83703
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Berkeley, INC
State Registrations1 state
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