Angelica Parra is a registered investment advisor at Requisite Capital Management LLC, based in Dallas, TX, with 26 years of industry experience. Angelica 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 209 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Requisite Capital charges a combined fee for investment management and financial planning services, based on the value of your portfolio. This fee ranges from 0.35% to 1.00% annually, or an agreed-upon fixed fee. The specific fee depends on the complexity of the services, wealth planning needs, reporting requirements, the amount of assets managed, and the overall relationship with Requisite Capital. Fees are negotiable.
Location
4001 Maple Avenue, Suite 290, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angelica is a passive limited partner in a property management firm, spends minimal time as VP of a neighborhood association, and was previously a research associate at Arbitron and a wine server at Lakewood Country Club. She also dedicates time to Junior Players, Amazon Flex, and Catch Up and Read.
Employment History
Current Registrations
Requisite Capital Management LLC
Previous Registrations
Fallline Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Nylife Securities LLCBroker
Bluffview Securities, L.P.Broker
Deutsche Bank Securities INC.Broker
Goldman, Sachs & CO.Broker
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.