Parallel Advisors provides investment advisory services based on a percentage of the value of your portfolio. They offer financial planning and consulting services, and retirement plan services. They may recommend unaffiliated private investment funds and independent investment managers. They do not recommend Bitcoin or cryptocurrencies. They may use ByAllAccounts, eMoney and Plaid to provide comprehensive reporting services.
Assets Under Management$8.7B
Clients3,868
Advisors74
Avg. per Client$2.3M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The firm generally requires an annual minimum fee of $3,000 for its investment advisory services. The investment advisory fee is negotiable at the firm's discretion. At no time shall the firm's effective investment advisory fee exceed 2.00% of the client's assets under management.
Fee Estimator
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Estimated Annual Fee
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Location
74 Advisors at this firm
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