Ilinda Parham is a CFP-designated registered investment advisor at Fsg Wealth Advisors, LLC, based in Memphis, TN, with 1 years of industry experience. Ilinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 19 clients with $21M 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 $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.20% |
FSG Wealth Advisors may also quote a flat percentage investment management fee that varies from the above schedule. A flat annual percentage investment management fee of 0.75%, for example, would apply to a client’s entire amount of assets under management. Fees are negotiable.
Fee Estimator
Location
700 Colonial Rd., Ste. 130, Memphis, TN, 38117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ilanda owns Ilanda Parham, CPA, CFP, a tax planning and preparation sole proprietorship, since June 2019. She dedicates about 10-20% of her time to this business, with significantly more time during tax season, and also serves as an independent contractor for Chalmers Poole, CPAs.
Employment History
Current Registrations
Fsg Wealth Advisors, LLC
State Registrations1 state
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