Paul Parsons
Paul Parsons is a registered investment advisor at Commonwealth Financial Network, based in Dedham, MA, with 31 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
980 Washington Street, Suite 123, Dedham, MA, 02026
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Paul sells fixed insurance under Plan Strong Investment Management and is the owner and president of Plan Strong Investment Management, Inc. Both activities are investment-related and conducted from the branch location.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Citistreet Advisors LLCBroker
State Street Global Markets, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.