Assets Under Management
$174.8M
Number of Clients
609
Number of Advisors
12
Average Client AUM
$287K
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Parsonex Advisory Services provides financial planning, portfolio management, and investment advice to individuals, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. They evaluate investment needs, develop strategies, identify managers, and monitor performance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112