TrueAdvisor
TrueAdvisor
TR
TR

Trevor Ray Rupe

Parkway Advisors, L.P.
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Parkway Advisors, L.P.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
59 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1M+1.00%

Fees may be negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

6550 Directors Parkway, Abilene, TX, 79606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Parkway Advisors, L.P.
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Strategic Advisers, INC.
October 2012 - October 2015 · 3 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.