Paratus Financial offers comprehensive financial planning services covering tax, investments, risk management, estate planning, and retirement. They provide custom financial planning services to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. Paratus Financial reviews clients' financial objectives, statements, income, spending, tax returns, and estate documents to develop a tailored strategy.
Assets Under Management$700M
Clients89
Advisors1
Avg. per Client$7.9M
Avg. per Advisor$700M
Fee Structure
Paratus Financial does not charge a percentage of your portfolio. Instead, they charge hourly rates or fixed fees for their services, which are agreed upon in an annual contract.
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