Parisi Gray provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. They create customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Financial planning services cover areas like retirement, education, and insurance needs. Parisi Gray may recommend unaffiliated investment managers and platforms. They act as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Parisi Gray charges a single fee for both investment management and financial planning, based on the value of your investments. This fee can be up to 2.00% annually, depending on the complexity of your situation, the amount you invest, and your overall relationship with Parisi Gray. Fees are paid quarterly, in advance. The fee is negotiable.