Parker Lenz is a registered investment advisor at Pinecrest Advisors, based in Kalispell, MT, with 4 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 10 clients with $4.1M 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 | 1.50% |
Fees are subject to negotiation based on the scope and complexity of services provided, up to a maximum of 1.50% per year.
Fee Estimator
Location
Kalispell, MT
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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.
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Parker works full-time as a Senior Data Consultant at Snow Fox Data since December 2023. His role involves data projects related to analytics, AI/ML, and data engineering.
Employment History
Current Registrations
Pinecrest Advisors
Previous Registrations
Fox River Capital
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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