How does the advisor help clients – Key Takeaways:
- PARSOW MANAGEMENT LLC is a leading financial advisory firm that provides expert guidance to help clients achieve their financial goals.
- The team at PARSOW MANAGEMENT LLC offers personalized financial solutions based on each client’s unique needs and risk tolerance.
- Clients of PARSOW MANAGEMENT LLC benefit from the firm’s extensive experience and proven track record in the financial industry.
Facts and Insights
Founded in 2008, PARSOW MANAGEMENT LLC has become a trusted partner for individuals and businesses seeking comprehensive financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 15 |
Financial Services Offered
PARSOW MANAGEMENT LLC offers a comprehensive range of financial services, including but not limited to:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
PARSOW MANAGEMENT LLC serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Families
- Retirees
Fees & Compensation
PARSOW MANAGEMENT LLC operates under a fee-only compensation structure, meaning that the firm does not receive any commissions or incentives for recommending certain products or investments. This allows the advisors to act in the best interest of their clients at all times.
Background
The founder and CEO, John Parsow, has over 20 years of experience in the financial industry and is committed to providing personalized, objective advice to his clients. The team at PARSOW MANAGEMENT LLC includes highly qualified and experienced financial advisors who work together to provide a collaborative and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
PARSOW MANAGEMENT LLC has a clean record and has not faced any disciplinary actions or regulatory sanctions. The firm is also transparent with its clients and discloses all potential conflicts of interest upfront.