Parker Financial Advisors (PFA) provides investment management and advanced planning services to individuals, families, and businesses. PFA uses a systematic consulting process to understand client goals and design customized solutions. Services include establishing an investment policy statement, developing an advanced plan, portfolio construction, and investment management.
Assets Under Management$220M
Clients81
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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