Parr McKnight Wealth Management Group offers personalized financial planning and investment management services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered on both discretionary and non-discretionary bases, using various securities and potentially external money managers. They also provide advisory services to retirement plans, including 401k plans.
Assets Under Management$1.1B
Clients613
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$2.5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.40% |
| $75.0M - $100.0M | 0.35% |
| $100M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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