Parallax 401k offers retirement plan consulting services to employer plan sponsors, assisting them in establishing, monitoring, and reviewing their company's retirement plan. This includes evaluating investment options, plan structure, and participant education. Parallax 401k does not provide advice on employer securities, real estate, participant loans, or other illiquid investments. Parallax 401k acts as a fiduciary, obligated to act in the client's best interest.
Assets Under Management$77M
Clients172
Advisors3
Avg. per Client$450K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
One-Time Plan:Up to $75,000
Hourly Rate:Up to $750/hr
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