Pariax Private Wealth Management offers investment advisory services to individuals, trusts, pension plans, and businesses. As a legally required fiduciary, Pariax aims to act in clients' best interests. Services include financial planning, retirement plan consulting, and portfolio monitoring. Financial planning and portfolio monitoring are offered as complimentary services to wrap asset management clients. Pariax manages investments based on client objectives, financial goals, and risk tolerance.
Assets Under Management$120M
Clients26
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Pariax Private Wealth Management offers a wrap fee program. Financial planning and portfolio monitoring are offered as complimentary services to wrap asset management clients.
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