Parker Financial, led by Christine Parker, a Certified Financial Planner, offers investment advice and consulting services. They focus on small business owners and individuals, providing tailored investment strategies based on a goal and value-based process. Their investment philosophy includes a long-term view, tax efficiency, Modern Portfolio Theory, and environmental, social, and governance integration.
Assets Under Management$18M
Clients35
Advisors1
Avg. per Client$530K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable and may be modified with advance written notice.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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