Fee Structure

Parsons Financial Management, LLC
1630 Shuckers Point
Vero Beach, FL 32963-3181
P: 860-729-4099
Email Scott

Fee Structure for Assets Under Management:

At Parsons Financial, we advise clients on investment selection, asset allocation and portfolio monitoring of investments on a Fee (flat fee) Basis, based on assets under management.

Up to $3,000,000.00 under management clients are charged 1.25% annually billed in advance each quarter (every 90 calendar days). In addition, clients pay a nominal ticket ($12-15.00 per Stock/ETF/Mutual Fund trade), mailing expenses and any annual custodial/trustee services.

Above $3,000,000.00 under management fees are discounted. All household accounts are combined with respect to fee pricing to provide the best possible discount.

“We only grow when our clients’ accounts grow.”

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Parsons Financial Managment, LLC