John Parker is a registered investment advisor at Parker Investment Management, LLC, based in Atherton, CA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 334 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parker Investment Management offers two methods for calculating their investment management fee:
- Assets Based Method: 0.25% of the account value per calendar quarter (1.0% annually).
- Gains Based/Minimum Fee Method: 10% of the investment gain since the last billing, subject to a minimum fee of 0.125% of the account value per calendar quarter. Any minimum fees charged would be included as credits in calculating any future gains fees.
For clients who qualify for both billing methods, the client may choose to change the billing method starting on the next calendar quarter.
Location
Atherton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Parker Investment Management, LLC
State Registrations2 states
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