Parker Investment Management offers investment management services to individuals, retirement plans, charitable organizations, and corporations. Clients can choose from three customizable strategies: Growth, Growth & Income, or Income. Parker Investment may purchase individual stocks and offers a covered call strategy for interested clients. Parker Investment generally has full discretion to trade client accounts.
Assets Under Management$670M
Clients334
Advisors2
Avg. per Client$2M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Parker Investment Management offers two methods for calculating their investment management fee:
- Assets Based Method: 0.25% of the account value per calendar quarter (1.0% annually).
- Gains Based/Minimum Fee Method: 10% of the investment gain since the last billing, subject to a minimum fee of 0.125% of the account value per calendar quarter. Any minimum fees charged would be included as credits in calculating any future gains fees.
For clients who qualify for both billing methods, the client may choose to change the billing method starting on the next calendar quarter.
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