Parenti Wealth Management, operated by Anthony Robert Parenti, provides financial planning services. When appropriate, Parenti Wealth Management recommends clients use third-party managers to manage their investments. Parenti Wealth Management monitors the third-party manager's performance to ensure it aligns with the client's goals. Parenti Wealth Management also holds seminars and workshops to educate the public.
Fee Structure
Parenti Wealth Management does not directly manage client investments. Instead, they recommend third-party investment managers. If you use a third-party manager, you'll pay a fee based on the amount of your portfolio. Parenti Wealth Management receives a portion of this fee for connecting you with the manager. The total fees you pay to both Parenti Wealth Management and the third-party manager will not exceed 3% annually.