Assets Under Management
$803.8M
Number of Clients
671
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Parsons Capital Management, LLC offers continuous investment advice based on individual client needs. They develop investment policies and manage portfolios accordingly. Financial planning services include comprehensive valuations of a client's current and future financial state, covering personal, tax, investments, insurance, retirement, death & disability, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Account minimum of $500,000 may be negotiable.
1 South Sugan Road, New Hope, PA, 18938