Parker Wealth Group provides financial planning and investment management services. They tailor their services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Parker Wealth manages client investment portfolios on both discretionary and non-discretionary bases. They also offer wealth management services that include comprehensive financial planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Parker Wealth Group charges a percentage of your portfolio each year, ranging from 1.0% to 2.0%. The exact percentage depends on factors like the size of your portfolio, the services you request, and the assets in your portfolio. These fees are negotiable. The fees are charged monthly, in arrears.
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