Assets Under Management
$178.8M
Number of Clients
86
Number of Advisors
N/A
Average Client AUM
$2.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Parkworth Wealth Management provides comprehensive wealth management services, including financial planning, investment management, tax planning, and equity compensation planning. They work with families and individuals requiring a unique level of attention, taking a holistic, multidisciplinary approach to managing personal finances. They are a fee-only firm and act as a fiduciary.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
* Advised assets (e.g., 401(k) , 403(b) and 457 accounts ) are subject to a fee of 0.50%
475 Alberto Way, Suite 210, Los Gatos, CA, 95032