Blake Parisi is a registered investment advisor at Parisi Capital, based in Stirling, NJ, with 7 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate applies to all equity investment assets. The rate for all fixed income investment assets is 0.50%. Fees are negotiable and may be higher for clients with unusually complex needs, but will not exceed 1.5% of assets under management. To fall under the category of Fixed Income, the clients portfolio must consist of 100% bonds or preferred securities or any combination of the two.
Fee Estimator
Location
Stirling, NJ
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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 →Employment History
Current Registrations
Parisi Capital
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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