Parlin Advisors provides ongoing portfolio management services, creating financial plans using eMoney software to map out client finances. Parlin Advisors requires authority to make trades without asking first. Parlin Advisors primarily uses mutual funds and Exchange Traded Funds (ETFs), and may invest in individual company stocks with client input. A third-party manager is used to implement a tax-aware indexing strategy.
Assets Under Management$60M
Clients45
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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