Parallel Equity Advisors offers financial planning and investment management services. Financial planning can include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment advice is provided, but the client makes the final decision on investment selection. Parallel Equity Advisors does not act as a custodian of client assets.
Assets Under Management$50M
Clients387
Advisors5
Avg. per Client$130K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
This is a flat or breakpoint fee schedule, meaning the entire portfolio is charged the same asset management fee once a certain threshold is crossed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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