Para Wealth Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Para Wealth Advisors is a registered investment advisor located in Camas, Washington, founded by Stacy Rerick. Para Wealth Advisors offers a combination of financial planning and investment management services, referred to as wealth management services. The firm assists clients with investment management, establishing financial objectives, cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Para Wealth Advisors typically manages client portfolios on a discretionary basis, using a mix of fixed income, domestic equities, foreign securities, and alternative asset classes. The firm primarily employs fundamental and technical analysis, with asset allocation as the core strategy to implement investment advice.

Assets Under Management$220M
Clients257
Advisors3
Avg. per Client$860K
Avg. per Advisor$74M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees generally vary between 0.50% and 2.00% depending on the client relationship, portfolio value, and specific needs. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Para Wealth Advisors, INC. - Fees, AUM & Advisors | TrueAdvisor