Theodore Parrish is a CFA-designated registered investment advisor at Parrish Capital, LLC, based in Kennesaw, GA, with 22 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 232 clients with $130M 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 | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3M+ | 0.90% |
Fees are negotiable. Accounts with values of less than $250,000 may incur a higher annual advisory fee rate.
Fee Estimator
Location
1619 Collins Road, Suite 100, Kennesaw, GA, 30152
Get directionsHistory
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 →Other Business Activities
Theodore is a board member for Kenny Leom's True Colors Theatre Company, advising management and dedicating minimal time. He also serves as a trustee for Kennesaw State Foundation, advocating for the university and dedicating minimal time.
Employment History
Current Registrations
Parrish Capital, LLC
Previous Registrations
Henssler Financial
Henssler Financial
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.