Parkway Wealth Management Group manages investment portfolios and provides comprehensive financial planning for individuals, families, business owners, and institutions. Parkway creates diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments tailored to each client's risk tolerance and financial goals. Parkway offers personalized investment advice, wrap fee programs through custodians like Raymond James and Charles Schwab, comprehensive financial planning covering retirement, tax, estate, and insurance needs, and retirement plan consulting for businesses.
Assets Under Management$1.2B
Clients1,342
Advisors18
Avg. per Client$910K
Avg. per Advisor$68M
www.linkedin.com/company/parkway-wealth-managem... ·www.parkwayteam.com ·www.youtube.com/@parkwaywealthmanagementgroup
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annual fee is 1.95%. Fees are negotiable and stated in the client's Investment Advisory Agreement.
Fee Estimator
Your Portfolio Value
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