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:
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.