Parish Investment Advisors offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management, financial planning, and financial consulting services. They may also recommend third-party money managers. Parish Investment Advisors primarily advises on equity securities, mutual funds, and exchange-traded funds.
Assets Under Management$76M
Clients111
Advisors2
Avg. per Client$680K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.95% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...