Bianka Fisher is a registered investment advisor at Parallel Equity Advisors LTD., based in Dublin, OH, with 1 years of industry experience. Bianka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 clients with $50M 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 $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
This is a flat or breakpoint fee schedule, meaning the entire portfolio is charged the same asset management fee once a certain threshold is crossed.
Fee Estimator
Location
5650 Blazer Parkway, Suite 112, Dublin, OH, 43017
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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
Parallel Equity Advisors LTD.
Fortune Financial Services, INC.Broker
State Registrations2 states
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