PARKER INVESTMENT MANAGEMENT, LLC
Parker Investment Management, LLC is a professional financial management firm that specializes in helping individuals and businesses achieve their financial goals. Operating for over 10 years, the company has established itself as a trusted advisor in the industry, providing expert financial guidance to a wide range of clients.
How does the advisor help clients – Key Takeaways:
- Expertise in financial planning and management
- Customized solutions based on individual needs
- Long-standing experience and proven track record
- Comprehensive range of financial services offered
- Transparent fee structure
Facts and Insights:
Parker Investment Management, LLC has a strong team of financial advisors who are dedicated to helping clients achieve their financial goals. The company believes in building strong relationships with clients to better understand their needs and provide tailored solutions that meet their unique circumstances.
The company also regularly conducts research and analysis to stay updated on the changing market trends and make informed investment decisions for clients.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 15 |
| Time in Business | Over 10 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate and tax planning
- Education savings planning
- Insurance solutions
Client Types:
Parker Investment Management, LLC works with a diverse range of clients, including individuals, families, and businesses. The company caters to clients at different stages of their financial journey, from young professionals looking to grow their wealth to retirees seeking to preserve their assets.
Fees & Compensation:
The company follows a transparent fee structure, with fees based on a percentage of assets under management. This ensures that the advisor’s interests are aligned with the client’s, as they both benefit from the growth of the managed assets.
Background:
Parker Investment Management, LLC was founded in 2011 by John Parker, a seasoned financial expert with over 20 years of experience in the industry. His vision was to provide personalized and comprehensive financial services to clients and help them achieve their unique financial goals.
The company has grown significantly since its inception and has established a reputation for integrity, expertise, and exceptional client service.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Parker Investment Management, LLC is regulated by the Securities and Exchange Commission (SEC) and is required to disclose any conflicts of interest or potential risks to clients. The company takes its fiduciary duty seriously and always acts in the best interest of the client.
Clients can access the company’s Form ADV, which provides detailed information on the advisor’s background, services offered, fees, and potential conflicts of interest.