Andrew Parlin
Andrew Parlin is a registered investment advisor at Washington Peak Investment Advisors LLC, based in Silver Bay, NY, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Washington Peak Investment Advisors charges an annual fee based on the value of your investments. This fee is individually negotiated and ranges from 0% to 2%. The fee is calculated based on the market value of your investments at the end of each quarter. The firm may waive or reduce the fee at its discretion.
Location
Silver Bay, NY
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Regulatory History (2)
Regulatory
August 2001Employment Separation After Allegations
April 1999Employment History
Current Registrations
Washington Peak Investment Advisors LLC
Previous Registrations
Parlin Investments LLC
State Registrations4 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.