Parker Trasborg is a CFP-designated registered investment advisor at Cjm Wealth Advisers, LTD., based in Falls Church, VA, with 14 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 875 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee is 1.00%, but fees are negotiable at the firm's discretion based on factors such as assets managed, portfolio composition, and scope of services.
Fee Estimator
Contact
Parker Trasborg
Location
3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042
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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 →Other Business Activities
Parker is a member of The National Association of Personal Financial Advisors (NAPFA) since June 3, 2021. NAPFA is the standard bearer for fee-only, fiduciary financial advisors.
Employment History
Current Registrations
Cjm Wealth Advisers, LTD.
Previous Registrations
Waddell & Reed, INC.
State Registrations1 state
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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