Parabla, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Parabla, LLC offers ongoing portfolio management services, working with clients to create investment strategies based on their objectives and risk tolerance. Parabla also provides financial planning services covering investment planning, retirement planning, and college savings. Parabla primarily recommends ETFs and individual stocks.

Assets Under Management$21M
Clients35
Advisors1
Avg. per Client$600K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.25%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm