Patricia Heaton Parker, CFP® offers financial planning, modular planning, consulting, and investment management services. All services are provided on a fee-only basis. Patricia Heaton Parker, CFP® specializes in investment, financial planning and consulting services. The firm's only business is providing financial planning and investment advice.
Assets Under Management$26M
Clients89
Advisors1
Avg. per Client$290K
Avg. per Advisor$26M
www.rnretirement.com ·www.linkedin.com/in/patricia-heaton-parker-cfp-... ·www.facebook.com/discovertfinancial
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K+ | 0.50% |
At the discretion of Patricia Heaton Parker, CFP®, client accounts that have family or business relationships may be aggregated for purposes of calculating the advisory fees applicable to each client. Patricia Heaton Parker, CFP® may waive fees for employees and their family members or offer services at a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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