Kenneth Parlin is a CFP-designated registered investment advisor at Parlin Advisors LLC, based in Hague, NY, with 20 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $60M 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 $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fee Estimator
Location
9819 Graphite Mountain Rd, Hague, NY, 12836
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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
Parlin Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Parlin Investments LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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