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Facts and Insights
PARVIN FUND MANAGEMENT is a leading financial advisory firm that specializes in helping individuals and businesses manage their investments and reach their financial goals. With over 20 years of experience in the industry, PARVIN FUND MANAGEMENT has established itself as a trusted and expert advisor to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
PARVIN FUND MANAGEMENT offers a wide range of financial services to its clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types
PARVIN FUND MANAGEMENT caters to both individual and institutional clients, offering tailored services to meet the specific needs of each client. The firm’s client base includes:
- High Net Worth Individuals
- Retirees
- Small and Medium-sized Businesses
- Non-profit Organizations
Fees & Compensation
PARVIN FUND MANAGEMENT operates on a fee-only compensation structure, meaning the firm is only compensated through fees paid by clients and does not receive any commissions or compensation from third parties. This ensures that the firm’s interests are aligned with those of its clients.
Clients can expect to pay a fee based on a percentage of their assets under management, with fees ranging from 1-2% depending on the size and complexity of the client’s portfolio.
Background
PARVIN FUND MANAGEMENT was founded in 2000 by John Parvin, a seasoned financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a top-performing advisor with a track record of delivering strong investment results for its clients.
The firm prides itself on its team of experienced and knowledgeable advisors, who are dedicated to providing sound financial advice and personalized service to each client.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARVIN FUND MANAGEMENT is required to disclose any potential conflicts of interest to its clients. These disclosures include:
- Any affiliations with other financial institutions or service providers
- Any fees or compensation received from third parties
- Any potential conflicts of interest that may arise from recommending certain products or services
Overall, PARVIN FUND MANAGEMENT is committed to transparency and ethical practices in all aspects of its business, ensuring that clients can trust in the firm’s recommendations and advice.