Parrish Capital offers portfolio management and financial planning services to individuals, high net worth individuals, and businesses. They also advise retirement plan sponsors and participants. Parrish Capital aims to build long-term relationships with clients to help them achieve their financial goals. Financial planning covers retirement, investments, real estate, insurance, education, taxes, and beneficiary planning. Investment advice includes stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$130M
Clients232
Advisors2
Avg. per Client$560K
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3M+ | 0.90% |
Fees are negotiable. Accounts with values of less than $250,000 may incur a higher annual advisory fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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