Parsons Financial Group (PFG) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PFG also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. PFG uses a third-party platform to manage held-away assets, such as retirement accounts.
Assets Under Management$36M
Clients64
Advisors1
Avg. per Client$560K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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