Parkhurst Consulting CPA PC is a tax, accounting, and registered investment advisor firm based in Cedar Park, Texas. Led by President Brandon Parkhurst, the firm offers comprehensive wealth management services that combine portfolio management with tax planning, estate planning, risk management, and retirement planning. Parkhurst Consulting tailors its investment strategies to each client's specific needs, primarily utilizing open-ended mutual funds and exchange-traded funds on a discretionary basis. Because the firm also operates as a public accounting practice, clients have access to integrated tax and financial consulting services.
Assets Under Management$5.3M
Clients7
Advisors1
Avg. per Client$760K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...