Parable Wealth Advisors offers personalized investment advice and financial planning. Services include portfolio management (both discretionary and non-discretionary), retirement planning, and financial planning. Parable uses equities, ETFs, mutual funds, fixed income, and alternative investments. They monitor portfolios continuously and rebalance as needed. They also offer advice on held-away assets like 401(k)s.
Assets Under Management$140M
Clients63
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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