Waters, Parkerson & Co. offers investment advisory services on a fee-only basis. Clients can choose discretionary or non-discretionary management. The firm also provides consultation services on estate planning, tax planning, and insurance matters, but does not act as an attorney, accountant, or insurance agent. Waters, Parkerson & Co. may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$2.7B
Clients801
Advisors6
Avg. per Client$3.4M
Avg. per Advisor$450M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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