TP
TP

Tavis Gannon Parkerson

3 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
904 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$940.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.37%
$1.0M - $1.5M1.22%
$1.5M - $2.0M1.12%
$2.0M - $3.0M1.07%
$3.0M - $4.0M0.97%
$4.0M - $5.0M0.89%
$5.0M - $10.0M0.81%
$10.0M - $25.0M0.75%
$25M+0.62%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

920 Memorial City Way, Suite 150, Houston, TX, 77024

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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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Employment History
Current Registrations
Oak Harvest Investment Services
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Newedge Advisors
January 2023 - August 2023 · 7 mos
Newedge Securities, INC.Broker
January 2023 - August 2023 · 7 mos
Park Avenue Securities LLCBroker
July 2022 - January 2023 · 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.