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How does WATERS, PARKERSON & CO., LLC help clients – Key Takeaways:
With over 20 years of experience in the financial industry, WATERS, PARKERSON & CO., LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Here are the key takeaways on how they assist their clients:
- Provide personalized financial advice and solutions tailored to each client’s specific needs
- Offer comprehensive financial planning services, including retirement planning, investment management, estate planning, and more
- Utilize a team-based approach to provide clients with multiple perspectives and expertise in their financial planning
- Regularly review and monitor client portfolios to ensure they remain aligned with their financial goals and risk tolerance
Facts and Insights
WATERS, PARKERSON & CO., LLC has been in business since 1999 and has grown to become a nationally recognized financial advisory firm. They have over $500 million in assets under management and a team of experienced and knowledgeable advisors dedicated to helping clients achieve financial success.
Their team is committed to staying up-to-date with the latest trends and strategies in the financial industry, allowing them to provide clients with the best possible advice and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 18 |
| Time in Business: | 20 years |
Financial Services Offered
WATERS, PARKERSON & CO., LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Personal financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Risk management
- Education planning
- Cash flow analysis
- Debt management
Client Types
WATERS, PARKERSON & CO., LLC serves a diverse range of clients, from individuals and families to small business owners and corporate executives. They understand that each client has unique goals and needs, and they strive to provide personalized and tailored solutions to all of their clients.
Fees & Compensation
WATERS, PARKERSON & CO., LLC is a fee-based financial advisory firm. This means that they charge a percentage of the assets they manage as their fee. This fee structure aligns their interests with their clients’ and ensures that they are always working in their clients’ best financial interests.
They are transparent with their fees and will always discuss them with clients before any financial plan or investment strategy is implemented.
Background
WATERS, PARKERSON & CO., LLC was founded in 1999 by John Waters and Kyle Parkerson. The firm’s mission is to help clients achieve their financial goals and provide them with peace of mind through personalized, comprehensive financial planning and investment management services.
The team at WATERS, PARKERSON & CO., LLC has a combined experience of over 100 years in the financial industry, making them highly qualified to handle any financial situation.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that may arise with their financial advisor. WATERS