In-Depth Look at PARKER PRESCOTT CAPITAL MANAGEMENT
PARKER PRESCOTT CAPITAL MANAGEMENT is a renowned financial advisory firm that provides top-notch wealth management services to clients. With decades of experience in the financial industry, their team of experts offers personalized and strategic solutions to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized and strategic wealth management solutions
- Extensive experience in the financial industry
- Expert team of financial advisors
Facts and Insights
PARKER PRESCOTT CAPITAL MANAGEMENT has been in business for over 20 years, making them a trusted and established firm in the financial industry. They currently have over $2 billion in assets under management and a team of 15 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 15 | 20+ years |
Financial Services Offered
PARKER PRESCOTT CAPITAL MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. They specialize in wealth management, investment management, financial planning, and retirement planning. Their team of experts also provides guidance on tax planning, estate planning, and insurance services.
Client Types
PARKER PRESCOTT CAPITAL MANAGEMENT caters to a range of clients including high-net-worth individuals, families, and businesses. They also work with corporations, pension plans, and trusts to help them achieve their financial objectives.
Fees & Compensation
PARKER PRESCOTT CAPITAL MANAGEMENT charges a fee based on a percentage of the assets under management. This percentage varies depending on the services provided and the size of the client’s portfolio. The firm prides itself on being transparent about their fees and providing their clients with value for their money.
Background
The founder and CEO of PARKER PRESCOTT CAPITAL MANAGEMENT, Parker Prescott, has over 30 years of experience in the financial industry. He has built a team of experts who share his passion for providing top-notch wealth management services to clients. The firm’s success can be attributed to their dedication, expertise, and commitment to their clients.
Financial Advisor Disclosures to Know
PARKER PRESCOTT CAPITAL MANAGEMENT is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As a fiduciary, the firm is committed to acting in the best interest of their clients at all times and discloses any potential conflicts of interest. They also have a strict code of ethics and hold their advisors to the highest standards of integrity and professionalism.