Parrish Capital Advisors is a registered investment advisor based in Coral Gables, Florida, offering discretionary and non-discretionary portfolio management, investment strategy design, and ongoing portfolio monitoring. The firm tailors its services to the individual needs, financial objectives, and risk tolerance of each client. In addition to managing investments in stocks, exchange-traded funds, and options, Parrish Capital Advisors provides standalone financial planning and consulting services. The firm also offers performance-based fee arrangements for qualified clients who meet specific asset or net worth thresholds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on account size, complexity, and scope of services. Performance-based fee arrangements of up to 20% of net profits are available for qualified clients.