Parkhurst Consulting is a financial firm that provides both investment and tax services. They offer financial planning and portfolio management to individuals, businesses, and retirement plans. Parkhurst Consulting is a fee-only firm, meaning they don't sell financial products or receive commissions. They tailor their services to individual client needs, considering factors like risk tolerance and financial goals. They primarily use mutual funds and exchange-traded funds (ETFs) in client portfolios.
Assets Under Management$4.4M
Clients9
Advisors1
Avg. per Client$490K
Avg. per Advisor$4.4M
Fee Structure
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 negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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