Parametric charges a fee based on a percentage of the assets they manage. The specific fee schedule and minimum account size vary depending on the investment strategy, product type, account size, how customized the account is, and the level of service required. Certain strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. Fees may be higher if the account requires more customization or other client requests. Participants in wrap programs should consult the brochure provided by their wrap sponsor.
800 Fifth Avenue, Suite 2800, Seattle, WA, 98104
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Learn about disclosures →Christopher is involved with the CFA Society of Boston, aiding in the logistical arrangement of educational events for the Boston CFA charterholder community. He spends minimal time on this activity.
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