PARSONS CAPITAL MANAGEMENT, LLC: A Professional Financial Expert
PARSONS CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that has been providing expert investment management services for over a decade. The firm has a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers personalized investment management strategies
- Utilizes a conservative and disciplined approach to investing
- Empowers clients with knowledge and resources to make informed financial decisions
Facts and Insights
PARSONS CAPITAL MANAGEMENT, LLC has been in business since 2008, and has established a strong reputation for delivering consistent and successful results for clients. The firm has been recognized by reputable publications such as Forbes and Barron’s as a top financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 11 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals and families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
PARSONS CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means they do not receive commission from any recommended investments. This ensures that the firm’s interests are aligned with their clients and there is no conflict of interest.
The firm’s fees are based on a percentage of assets under management, making their compensation directly tied to the success of their clients’ investments.
Background
The founder and lead advisor of PARSONS CAPITAL MANAGEMENT, LLC is John Parsons. He has over 20 years of experience in the financial industry and holds various professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
Prior to working with any financial advisor, it is important to understand their background and any potential conflicts of interest. PARSONS CAPITAL MANAGEMENT, LLC has a clean record with no disciplinary actions from regulatory bodies.
The firm is also transparent about their investment approach and potential risks associated with their strategies, ensuring that clients are fully informed and can make decisions that align with their risk tolerance.