Parker Wealth Management, LLC is a registered investment advisor based in Windsor, Connecticut, owned and operated by Jeffrey P. Smith. The firm provides personalized investment management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Parker Wealth Management handles a wide range of investments, including mutual funds, stocks, options, bonds, exchange-traded funds, master limited partnerships, real estate investment trusts, and alternative investments. Clients can choose from three main service levels: investment management only, investment management combined with financial planning, or a comprehensive package that includes investment management, financial planning, and tax planning. In addition to ongoing portfolio management, Parker Wealth Management offers standalone financial planning covering cash flow, debt, retirement, insurance, education, taxes, and estate planning. The firm takes a long-term approach to investing, utilizing fundamental and technical analysis, and requires a general minimum investment of $500,000, though this is negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Rates shown are for investment management only. Higher fee schedules apply if financial planning or tax planning are included. Fees may be adjusted for unique circumstances.