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.

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