Parrot Finance offers an app that allows clients to mimic portfolios of hedge funds and asset managers. Clients link their brokerage account and can choose to automatically copy trades or receive alerts to trade manually. Parrot does not provide comprehensive financial planning, focusing solely on portfolio construction and maintenance within the app. The firm manages assets on a discretionary or non-discretionary basis.
Assets Under Management$30M
Clients10,134
Advisors1
Avg. per Client$3K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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