Parkway Wealth Management offers services to help families, professionals, business owners, and institutions protect and grow their wealth. They take a comprehensive approach to financial problem-solving, helping clients set goals, manage risks, and develop solutions. Parkway offers a wrap program where clients pay a single fee for custody, trading, investment advice, and other expenses. They also offer financial planning services covering insurance, employee benefits, college planning, investments, taxes, retirement, estate planning, trusts, business planning, and charitable giving.
Fee Structure
Parkway Wealth Management offers investment management through the Parkway Management Program. The maximum annual fee is 1.95% of your portfolio's value. This fee covers portfolio management, advisory services, custodian fees, and brokerage commissions. The fee is calculated quarterly, in advance, based on the portfolio's market value. Fees are negotiable. Some long-term clients may pay fees based on older arrangements. Clients can maintain non-managed accounts with Parkway for administrative support and reporting for a nominal fee.