Parker Wealth Management (PWM) offers financial planning and investment management services. Financial planning covers cash flow, retirement, insurance, education, and estate planning. Investment management includes advice on mutual funds, stocks, bonds, ETFs, and alternative investments. PWM works with clients to create a portfolio that matches their needs. The firm generally takes a longer-term approach when investing.
Assets Under Management$15M
Clients21
Advisors1
Avg. per Client$710K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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