PC
PC

Parker Clemans

4 Years of Experience
Thendara, NY

Parker Clemans is a registered investment advisor at Gerhardt Clemans Wealth Management, INC., based in Thendara, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 51 clients with $3.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$61K average
Assets Under Management
$3.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

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

141 Forge St., Thendara, NY, 13472

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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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Other Business Activities

Parker is the president of Adirontax, LLC, an accounting firm, and P&E Property Development, Inc., a property development company. Parker is also the vice president of A&P Property Management Group, a property management company.

Employment History
Current Registrations
Gerhardt Clemans Wealth Management, INC.
July 2021 - Present · 4 yrs 10 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.