Jerry Rendic
Jerry Rendic is a registered investment advisor at Parallel Advisors, LLC, based in San Francisco, CA, with 21 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,868 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The firm generally requires an annual minimum fee of $3,000 for its investment advisory services. The investment advisory fee is negotiable at the firm's discretion. At no time shall the firm's effective investment advisory fee exceed 2.00% of the client's assets under management.
Fee Estimator
Location
150 Spear Street, Suite 1600, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Employment History
Current Registrations
Parallel Advisors, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations2 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.