Parsonex Advisory Services offers financial planning, portfolio management, and investment advice to individuals, high net worth individuals, pension plans, and businesses. They evaluate investment needs, develop strategies, identify managers, monitor performance, and recommend rebalancing. Clients should be comfortable with Parsonex making day-to-day investment decisions and paying a fee based on the value of their portfolio.
Assets Under Management$170M
Clients609
Advisors13
Avg. per Client$290K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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