Parthenon LLC offers investment management services, focusing on equity and fixed income strategies. They tailor portfolios to each client's needs and risk tolerance, using their own research to select investments. Parthenon primarily works with families, trusts, family foundations, and related entities. They do not participate in wrap fee programs.
Assets Under Management$1.2B
Clients243
Advisors5
Avg. per Client$5M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are occasionally negotiated based on portfolio size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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