Parcion Private Wealth manages investment portfolios and provides comprehensive wealth management and consulting services for individuals, families, trusts, estates, and business entities. Parcion builds personalized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, alternative investments, and independent investment managers. In addition to managing investments, Parcion offers consulting across business planning, cash flow forecasting, trust and estate planning, financial reporting, investment consulting, insurance planning, retirement planning, risk management, charitable giving, distribution planning, tax planning, and manager due diligence. Parcion requires a minimum relationship size of $10 million, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Parcion Private Wealth charges an annual fee ranging from 0.60% to 1.50% depending on portfolio size and composition. All fees are negotiable.