Homer Parsegian
Homer Parsegian is a registered investment advisor at Greenbelt Investment Advisors, LLC, based in Round Rock, TX, with 21 years of industry experience. Homer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 156 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenbelt Investment Advisors' asset management fees are detailed in the Wrap Fee Program Brochure. For plans custodied with the plan provider, the annual fees are based on the market value of the included assets and shall not exceed 1.50%.
Location
100 E Main Street, Suite 101, Round Rock, TX, 78664
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Regulatory History (1)
Customer Dispute
July 2010Employment History
Current Registrations
Greenbelt Investment Advisors, LLC
Previous Registrations
Evolve Investment Advisors
Riverstone Wealth Management
State Registrations1 state
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.