About PARENT INVESTMENT MANAGEMENT, LLC
PARENT INVESTMENT MANAGEMENT, LLC is a financial advisory firm that provides expert financial advice to individuals and families. With years of experience in the industry, the advisors at PARENT INVESTMENT MANAGEMENT, LLC have the knowledge and expertise to help clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s unique goals and needs
- Offers a wide range of financial services to help clients manage their wealth and plan for the future
- Creates comprehensive financial plans that take into account all aspects of a client’s financial life
Facts and Insights
PARENT INVESTMENT MANAGEMENT, LLC currently has over $500 million in assets under management. The firm has a team of 10 advisors who have an average of 15 years of experience in the industry. PARENT INVESTMENT MANAGEMENT, LLC has been in business for over 20 years, providing consistent and reliable financial services to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
PARENT INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to meet their clients’ diverse needs. These services include investment management, retirement planning, tax planning, estate planning, education planning, and more. The advisors at PARENT INVESTMENT MANAGEMENT, LLC work closely with each client to develop a customized financial plan that aligns with their goals and objectives.
Client Types
PARENT INVESTMENT MANAGEMENT, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm specializes in helping clients navigate complex financial situations and plan for their future security and success.
Fees & Compensation
PARENT INVESTMENT MANAGEMENT, LLC charges a percentage of assets under management as their fee. This fee is typically between 1-2% and may vary based on the level of services provided. The firm believes in transparent and fair pricing, and their advisors do not receive any commissions or incentives for recommending certain products or services.
Background
PARENT INVESTMENT MANAGEMENT, LLC was founded by John Parent, a highly experienced and respected financial advisor. With a background in finance and a passion for helping others achieve financial success, John built PARENT INVESTMENT MANAGEMENT, LLC from the ground up. Today, the firm remains committed to its founding principles of providing personalized and expert financial advice to every client.
Financial Advisor Disclosures to Know
As a fiduciary, PARENT INVESTMENT MANAGEMENT, LLC is committed to acting in the best interests of their clients at all times. This means they are transparent about any potential conflicts of interest and always prioritize their clients’ needs above their own. The firm has a clean track record with no major disciplinary actions or disclosures, providing clients with peace of mind and confidence in their financial advisor.