Parker Allen is a registered investment advisor at Warren Capital Group, based in Charleston, SC, with 10 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 187 clients with $120M 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 $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.25% |
All fees are negotiable at Warren Capital Group's sole discretion. Warren Capital Group may offer discounted rates to any employees or clients.
Fee Estimator
Location
677 King Street, Floor 3, Charleston, SC, 29403
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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 provides consulting services to small businesses through Parker Allen Consulting LLC since 2017. This activity, located in Charleston, SC, is not investment-related and takes about 10-20% of Parker's time during trading hours.
Employment History
Current Registrations
Warren Capital Group
State Registrations1 state
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