Assets Under Management

$217.0M

Number of Clients

301

Number of Advisors

3

Average Client AUM

$721K

AUM per Advisor

$72.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Parker Financial LLC provides ongoing portfolio management services based on individual client goals and risk tolerance. They also offer financial planning, including tax, insurance, retirement, and estate planning. They may direct clients to third-party money managers like Envestnet or Freedom Advisor.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Location

9230 Bay Shore Dr NW #201, Silverdale, WA, 98383

3 Advisors at this firm

Parker Financial Llc | TrueAdvisor