Parsec Client Hub
Welcome to the Parsec Client Dashboard. Here you will find all the client-shared documents, logins, and any other client-related information. For more information or assistance using the hub please contact us.
Personal Quarterly Reports:
eMoney Financial Planning Portal:
Access Your Accounts Via Your Chosen Provider:
Parsec ADV:
Last updated May 8, 2020
Client Fee Schedule:
The following annual fee rate schedule applies to individual clients, corporate brokerage accounts, and commingled ERISA qualified retirement plans:
| Billable Asset Level | Annual Rate |
|---|---|
| On First $1,000,000 | 1.00% |
| On Next $1,000,000 ($1M-$2M) | 0.80% |
| On Next $3,000,000 ($2M-$5M) | 0.60% |
| On Next $10,000,000 ($5M-$15M) | 0.40% |
| On Assets Above $15,000,000 | 0.20% |
Using Our 40 Years of Excellence to Help Define Your Path Forward
Get in touch with a Parsec Financial representative at an office near you.
