Paul Parnell
Paul Parnell is a registered investment advisor at Ballast Advisors, LLC, based in Woodbury, MN, with 30 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 831 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee generally ranges from 50 to 200 basis points (0.50% to 2.00%), varying based on portfolio size, composition, investment strategy, and services rendered. Fees are negotiable.
Fee Estimator
Location
683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Paul owns several businesses including Parnell & Company, Inc., PLP Holding Co Inc., Parnell & Associates, and Ballast Tax and Business Services, LLC. He also serves as president of Commons Showroom 1 Association and is an independent insurance agent, dedicating minimal time to each activity.
Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.
Exams
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