Robert Parsons
Robert Parsons is a registered investment advisor at Parsons Capital Management INC, based in Hobe Sound, FL, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 746 clients with $2.4B 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 | 1.00% |
| $3M+ | 0.80% |
Charitable accounts are charged 0.80% per year. Fees may vary and are negotiable depending on the client's unique situation, relationship size, and portfolio composition.
Fee Estimator
Location
11450 SE Dixie Highway, Suite 205, Hobe Sound, FL, 33455
Get directionsHistory
Regulatory History (1)
Regulatory
December 1979Employment History
Current Registrations
Parsons Capital Management INC
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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