Dean Parsons is a registered investment advisor at Global Diversified Investments, based in Yucaipa, CA, with 13 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $1.1M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable for accounts over $5,000,000. Includes both management and operating expense fees.
Fee Estimator
Location
11424 Deerfield Dr., Yucaipa, CA, 92399
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Global Diversified Investments
State Registrations1 state
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