Parkway Advisors is an investment advisory firm that manages investment portfolios for a wide range of clients, including insurance companies, pension plans, businesses, and individuals. The firm offers custom investment management, retirement plan services, and specialized industry reporting and consulting primarily tailored for insurance-related clients. Parkway Advisors helps clients build diversified portfolios across equities, bonds, mutual funds, and other securities. The firm manages assets on both a discretionary basis, where the firm makes trades without asking first, and a non-discretionary basis. Parkway Advisors is owned by holding companies connected to insurance agencies and companies, but operates independently to manage client assets through qualified custodians like Raymond James.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Rates shown are for individual management accounts. Retirement plan accounts are charged 0.75% up to $1M, 0.50% from $1M to $3M, and 0.25% over $3M. Fees may be negotiable.