Richard Parry is a CFP-designated registered investment advisor at Prime Capital Financial, based in Stamford, CT, with 37 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
707 Summer St., 4th Floor, Stamford, CT, 06901
Get directionsRichard is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating minimal time to this. He is also involved with several non-profit organizations and is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, spending minimal time on this.
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