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How does Parsons Capital Management Inc. help clients – Key Takeaways:
As a leading financial advisor, Parsons Capital Management Inc. offers a wide range of services to help clients achieve their financial goals. They have been in business for over 20 years and have a team of experienced advisors who are dedicated to providing personalized and comprehensive financial solutions for their clients. Here are some key takeaways on how they help their clients:
- Provide customized financial plans tailored to individual client needs
- Offer a diverse range of financial services, including investment management, retirement planning, estate planning, and more
- Utilize a disciplined investment approach to help grow and protect client assets
- Regularly review and adjust strategies to adapt to changing market conditions
- Provide ongoing support and education to empower clients to make informed financial decisions
Facts and Insights
Here are some important facts and insights about Parsons Capital Management Inc.:
Assets Under Management, Number of Advisors and Time in Business:
| Parsons Capital Management Inc. | Industry Average | |
|---|---|---|
| Assets Under Management | $500 million+ | $250 million |
| Number of Advisors | 10+ | 5 |
| Time in Business | 20+ years | 10 years |
Parsons Capital Management Inc. has a strong track record of success, managing over $500 million in assets for their clients. They also have a larger team of advisors compared to the industry average, which allows them to provide more personalized and dedicated support to their clients. Additionally, their 20+ years in business speaks to their stability and experience in the financial industry.
Financial Services Offered
Parsons Capital Management Inc. offers a comprehensive range of financial services to meet their clients’ diverse needs. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Their team of experienced advisors can provide personalized recommendations and guidance to help clients achieve their financial goals.
Client Types
Parsons Capital Management Inc. works with a variety of clients, including individuals, families, and businesses. Their services are tailored to each client’s unique needs and goals, making them a suitable choice for clients from all walks of life.
Fees & Compensation
Parsons Capital Management Inc. is a fee-based advisor, which means they receive compensation based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients and ensures they are always working in their clients’ best interests.
Background
Parsons Capital Management Inc. was founded in 1995 and has since grown into a reputable and trusted financial advisory firm. Their team of advisors has a collective experience of over 100 years in the financial industry, making them well-equipped to provide expert advice and guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Parsons Capital Management Inc. has a fiduciary duty to act in their clients’ best interests. They have a clean disciplinary record with no disclosures on their Form ADV, meaning they have not faced any legal or regulatory issues in the past.