CP
CP

Crysten Parker

3 Years of Experience
SW Marietta, GA
Broker

Crysten Parker is a registered investment advisor at Manning & Napier Advisors, LLC, based in SW Marietta, GA, with 3 years of industry experience. Crysten is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,474 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
Number of Clients
3,474 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$17.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.70%

Rates reflect the Objectives-Based Strategies and Core US Fee Schedule. The firm also offers other strategies with separate fee schedules, such as Strategic Income, Managed ETF Portfolios, various fixed income objectives, and Disciplined Value equities. Fees are negotiable.

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

SW Marietta, GA

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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

Crysten is an employee and investment advisor representative of Manning & Napier Advisors, LLC. She also serves as treasurer on the board of Room to Move and provides accounting and financial consulting services, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
December 2023 - Present · 2 yrs 10 mos
Manning & Napier Investor Services, INC.
September 2023 - Present · 3 yrs 1 mo
Manning & Napier Investor Services, INC.Broker
September 2023 - Present · 3 yrs 1 mo
State Registrations21 states
ALAZCACODCFLGAILKYLAMENCNJNYOHORSCTNTXVAWA
AdvisorBrokerBoth

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.