Our Success is Driven by Yours
|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.