Para Wealth Advisors offers investment management and financial planning services. Financial planning includes creating a personal financial plan and tracking progress toward financial goals. Investment management encompasses traditional and alternative asset classes, tailored to individual client objectives. The firm generally manages investments with the authority to make trades without asking first. Clients are involved in the planning process and kept informed about their investments.
Fee Structure
Para Wealth Advisors charges an annual fee for managing your investments, ranging from 0.50% to 2% of the value of your portfolio. The exact fee depends on the client relationship, the amount invested, and your specific needs. Fees may be negotiable. There is a $500,000 minimum account balance, but exceptions may be made.