Parvin Asset Management is an independent investment advisory practice that provides continuous advice and makes investments for clients based on their individual needs. Investment supervisory services are provided on a discretionary basis. Parvin also provides non-discretionary investment supervisory services to support a community bank trust department. The firm tailors advisory services to the individual needs of clients based on their investment objectives and restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $50.0M | 0.80% |
| $50M+ | 0.60% |
Schedule shown is for Select Equity & Balanced accounts. Hedged Equity: First $10M: 1.25%, Next $40M: 1.00%, Over $50M: 0.75%. Fixed Income: First $10M: 0.50%, Next $40M: 0.40%, Over $50M: 0.30%. Ultrashort Treasury: First $10M: 0.35%, Next $40M: 0.25%, Over $50M: 0.15%. Fees are negotiable. A blended fee is negotiated for accounts with multiple investment objectives.