Parish & Company offers financial planning and investment management services. They help clients with financial goal setting, problem identification, cash flow, tax, investment, education, retirement, and estate planning. Parish & Company is a fee-only firm, meaning they don't sell financial products or receive commissions. They manage investments with a limited power of attorney, but clients maintain control of their assets.
Assets Under Management$93M
Clients53
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally not negotiable. The firm may waive its minimum fee or charge a lesser advisory fee based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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