Scott Liffick
Scott Liffick is a registered investment advisor at Parnassus Investments, LLC, based in San Francisco, CA, with 9 years of industry experience. Scott 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
1 Market Street, Suite 1600, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works as a Director of Institutional Relations at Parnassus Investments, LLC since 2016. He is responsible for new sales and relationships with existing institutional clients, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Parnassus Investments, LLC
Parnassus Funds Distributor, LLC
Parnassus Funds Distributor, LLCBroker
Previous Registrations
Parnassus Investments
State Registrations52 states
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