Parcion Private Wealth provides comprehensive wealth management services, including financial planning, consulting, and investment management. Parcion manages investments in individual stocks and bonds, exchange-traded funds, and mutual funds. They may also recommend alternative investments. Parcion works with clients to assess their risk tolerance, time horizon, and financial situation to tailor their investment strategies. They may also use independent investment managers to meet specific client needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee schedule ranges between 0.60% and 1.50% annually, depending upon the size and composition of a client’s portfolio and the type of services rendered. Some clients pay less than the low end of the stated schedule, as negotiated based on scope of services or their length of time with the firm.