Aida Nunez is a registered investment advisor at Parnassus Investments, LLC, based in Kemnath, with 10 years of industry experience. Aida operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $46B 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 $200.0M | 0.40% |
| $200.0M - $400.0M | 0.35% |
| $400M+ | 0.30% |
The above fee schedule applies to Parnassus Core Equity, Parnassus Growth Equity, and Parnassus Value Equity strategies. For Parnassus Mid-Cap Equity and Parnassus Mid-Cap Growth Equity strategies, the fee is 0.45% on the first $200 million, 0.40% on amounts between $200 million and $400 million, and 0.35% on amounts above $400 million. Parnassus Investments reserves the right to negotiate fees at its discretion.
Fee Estimator
Location
Kemnath
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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
Aida works as a marketing consultant for Parnassus Investments, LLC, producing marketing collateral. This takes about half of her time.
Employment History
Current Registrations
Parnassus Investments, LLC
Parnassus Funds Distributor, LLC
Parnassus Funds Distributor, LLCBroker
Previous Registrations
Parnassus Investments, LLC
Parnassus Investments
Parnassus Funds Distributor, LLCBroker
State Registrations1 state
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