Robert Henrich is a CFA, CFP-designated registered investment advisor at Parallel Advisors, LLC, based in Dayton, OH, with 29 years of industry experience. Robert 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
10050 Innovation Drive, Dayton, OH, 45342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Parallel Advisors, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Zions Investment Securities, INC.Broker
Valmark Securities, INC.Broker
Vestax Securities CorporationBroker
Corporate Securities Group, INC.Broker
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.