Parker Prescott Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Parker Prescott Capital Management provides wealth management and financial advisory services to clients. They use swing trading, position trading, and momentum trading strategies. Parker Prescott creates investment plans and manages client portfolios by identifying optimal asset classes, efficient securities, and the ideal asset mix based on the client's risk tolerance. They also rebalance portfolios to maintain the intended risk tolerance and optimal return.

Assets Under Management$450K
Clients3
Advisors1
Avg. per Client$150K
Avg. per Advisor$450K

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm