Our Success is Driven by Yours

Fee Schedule

BILLABLE ASSET LEVEL ANNUAL RATE
First $0 - $1,000,000 1.00%
Next $1,000,001 - $2,000,000 0.80%
Next $2,000,001 - $20,000,000 0.40%
Next $20,000,001 - $30,000,000 0.30%
Next $30,000,001 and above 0.20%

In addition to trust and ERISA services, we offer two types of services for individuals: Parsec Wealth Management and Parsec Portfolios.

Parsec Wealth Management clients have a $1,000 quarterly minimum. The service includes portfolio management and financial planning.

Parsec Portfolios clients have a $300 quarterly minimum. The service is investment management only and there is no financial planning included.

 

 

 

 

Contact us for more information regarding these offerings