Parkway Advisors is an investment advisory firm managing assets for various clients, including insurance companies, pension plans, and individuals. Parkway offers custom advisory programs, investment reporting, and consulting services. For individuals, Parkway advises on securities like stocks, bonds, and mutual funds to meet their investment goals. Parkway also provides investment solutions for retirement plans.
Assets Under Management$3.5B
Clients59
Advisors10
Avg. per Client$59M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule may vary depending upon factors such as the management style, complexity of investments, amount of assets and/or those with a pre-existing relationship. Fees are calculated on an incremental basis and are subject to change with 30 days written notice. Parkway reserves the right to waive its fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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