Tory Parke is a registered investment advisor at Three Seasons Wealth, based in Salt Lake City, UT, with 8 years of industry experience. Tory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 327 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Seasons Wealth offers investment and wealth management services for a maximum annual fee of 1.75% based on the amount of assets managed. The fees are billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter. The firm may negotiate a different fee rate for certain clients or specific client holdings.
Location
111 East Broadway, Ste 1250, Salt Lake City, UT, 84111
Get directionsHistory
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
Tory is a passive owner/member of Dutch Builders (general contractor) and Vault Accounting (bookkeeping), dedicating minimal time to each. Tory also works full-time as an owner/investment adviser representative at Three Seasons Wealth, a registered investment adviser.
Employment History
Current Registrations
Three Seasons Wealth
Previous Registrations
Mhl InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 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.