JL Parrish Investments offers investment management, financial planning, and 1031 exchange services. For investment management, client accounts are managed by a third-party advisor selected by JL Parrish Investments, who monitors the third-party advisor's performance. Financial planning includes investment strategies, retirement planning, tax optimization, and estate planning. JL Parrish Investments also assists with 1031 exchanges on real estate investments.
Fee Structure
JL Parrish Investments charges an annual management fee for investment management, ranging from 0.50% to 1.0% of your portfolio. The exact fee depends on the investment strategy and the size of your account. Fees are negotiable. Your account will be managed by a third-party advisor, who will deduct the fees and remit JL Parrish Investments' portion. JL Parrish Investments also offers qualified retirement plan consulting services for a fee of 0.50% of plan assets.