Theron Holladay is a CFA-designated registered investment advisor at Parkway Advisors, L.P., based in Abilene, TX, with 25 years of industry experience. Theron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 58 clients with $4.1B 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 | 1.25% |
| $1M+ | 1.00% |
Rates shown are for individual management accounts. Retirement plan accounts are charged 0.75% up to $1M, 0.50% from $1M to $3M, and 0.25% over $3M. Fees may be negotiable.
Fee Estimator
Location
6550 Directors Parkway, Abilene, TX, 79606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Parkway Advisors, L.P.
State Registrations2 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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