PH
CFA
PH
CFA

Parker Hendershot

2 Years of Experience
Tysons, VA
Broker

Parker Hendershot is a CFA-designated registered investment advisor at Seia, based in Tysons, VA, with 2 years of industry experience. Parker is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 9,833 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
142 advisors
Number of Clients
9,833 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$22.5B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.30%
$2.5M - $5.0M1.20%
$5.0M - $10.0M1.10%
$10M+1.10%

Actual fees are negotiated based on unique client objectives, complexity, and asset types. Fees for amounts over $10M are negotiable. Fixed-income portfolio schedules have lower ranges (0.25% to 1.00%).

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

1650 Tysons Boulevard Suite 1575, Tysons, VA, 22102

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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.

Learn about disclosures →
Other Business Activities

Parker works as an Investment Strategist for SEIA LLC, focusing on RIA sales and service. This is a full-time role.

Employment History
Current Registrations
Seia
September 2024 - Present · 2 yrs 1 mo
Signature Estate Securities, LLCBroker
June 2024 - Present · 2 yrs 4 mos
State Registrations1 state
VA
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.
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