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How does the advisor help clients – Key Takeaways:
MICHAEL KEITH PARISH is a financial expert with years of experience in providing high quality financial services to his clients. He has a professional and knowledgeable approach to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
With over 15 years of experience in the financial industry, MICHAEL KEITH PARISH has gained valuable insights and knowledge that allow him to provide personalized and effective financial solutions for his clients. He stays up-to-date with the latest market trends and economic developments to ensure his clients are always well-informed and make the best financial decisions for their goals and needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 2 | 15 years |
These numbers showcase MICHAEL KEITH PARISH’s successful track record and solid reputation in the financial industry.
Financial Services Offered
MICHAEL KEITH PARISH offers a wide range of financial services to his clients, including:
- Investment management
- Retirement planning
- Estate planning
- Education planning
He takes a holistic approach to financial planning and works closely with his clients to create a comprehensive plan that aligns with their financial goals and risk tolerance.
Client Types
MICHAEL KEITH PARISH’s client base consists of individuals, families, and small business owners who are looking for expert financial guidance and support. He also works with high-net-worth clients who have complex financial needs and require more advanced financial strategies.
Fees & Compensation
As a fee-only financial advisor, MICHAEL KEITH PARISH’s fees are based on a percentage of assets under management. This fee structure ensures that his interests are aligned with his clients, as he only earns more when his clients’ investments perform well.
Background
MICHAEL KEITH PARISH holds a Bachelor’s degree in Finance and has obtained various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He has also completed advanced training in estate and tax planning, allowing him to provide comprehensive financial solutions to his clients.
Financial Advisor Disclosures to Know
MICHAEL KEITH PARISH takes transparency seriously and has a clean disclosure record. He understands the importance of building trust with his clients and ensures that all important information is disclosed accurately and promptly.