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How does the advisor help clients – Key Takeaways:
PARISH & COMPANY LLC is a financial advisory firm that provides expert guidance and support to its clients. With years of experience and knowledge in the industry, the team at PARISH & COMPANY helps clients achieve their financial goals and secure their financial future.
Facts and Insights
Incorporated in 2005, PARISH & COMPANY LLC has been serving clients for over 15 years. The firm manages over $500 million in assets and has a team of 10 experienced and qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
PARISH & COMPANY LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse group of clients, including individuals, families, and small business owners. PARISH & COMPANY LLC understands that each client has unique financial needs and goals, and they tailor their services to meet those specific requirements.
Fees & Compensation
PARISH & COMPANY LLC operates on a fee-based compensation model. This means that the firm charges a percentage of the assets they manage for their clients. This structure aligns the interests of the firm with that of the clients and ensures that the advisors work towards the clients’ best interests.
Background
The team at PARISH & COMPANY LLC has a wealth of experience and knowledge in the financial industry. They are committed to continuously expanding their expertise through ongoing education and training. This enables them to provide the best possible financial guidance to their clients.
Financial Advisor Disclosures to Know
PARISH & COMPANY LLC operates with transparency and integrity. The firm has a clean record with no disclosures or legal incidents. This provides clients with peace of mind knowing that their financial matters are in safe hands.