Parisi Gray Wealth Management offers comprehensive wealth management services, combining personalized investment management with financial planning. Parisi Gray works closely with individuals, high-net-worth clients, trusts, estates, and businesses to build custom portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds. The advisory team focuses on long-term investment strategies while also providing guidance on retirement planning, personal savings, education funding, insurance needs, and charitable giving. Parisi Gray operates as a registered investment advisor and acts in your best interest as a legally required fiduciary. The firm generally does not impose a minimum portfolio size to establish a relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on factors including portfolio complexity, asset level, and overall relationship. Fees are negotiable at the firm's discretion.