Eliot Parker
Eliot Parker is a registered investment advisor at Parkmont Wealth Advisors LLC, based in Fremont, OH, with 10 years of industry experience. Eliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 525 clients with $35M 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 $100K | 1.98% |
| $100K - $250K | 1.86% |
| $250K - $500K | 1.74% |
| $500K - $1000K | 1.56% |
| $1.0M - $2.0M | 1.32% |
| $2M+ | 0.96% |
Fees are generally negotiable.
Fee Estimator
Location
900 Croghan Street, Fremont, OH, 43420
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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 ActivitiesSells Insurance
Eliot is the president of Retirement Solutions Plus, LLC, focusing on financial planning and marketing to seniors, dedicating more than full-time hours. Eliot is also a member of REN Properties.
Employment History
Current Registrations
Parkmont Wealth Advisors LLC
Previous Registrations
Horter Investment Management, LLC
State Registrations2 states
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.