Par5 Advisors offers investment advice through a wrap fee program. Clients complete an investor profile to determine their investment objectives, risk tolerance, and financial situation. Par5 Advisors then helps clients develop a suitable investment strategy. Portfolios are managed either by Par5 Advisors or by independent third-party managers. Clients must open a brokerage account with Par5 Capital & Co LLC, an affiliated broker-dealer.
Assets Under Management$16M
Clients29
Advisors3
Avg. per Client$550K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable at Par5 Advisors' discretion. Fees do not include service charges assessed by Par5 Capital, an affiliated broker-dealer.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...