Plans & Pricing

The following fees are on an annualized basis.

Clients are billed, in advance, on a quarterly basis at the beginning of each quarter or initial billing cycle. We use an average month-end balance in computing the clients’ management fees. There may be an additional fee billed upon receipt of additional monies during a quarter for a proportionate amount of the time remaining for management of those funds.

$0
to
$100,000,000

2.10%

 

 

 

 

 


 

 

 

 

 


 

 

The Above Fee Schedule Provides

The above fee schedule provides for continuous investment supervision of the portfolios, written reports, and quarterly meetings. There is a one-time hourly fee, referred to as the set-up fee.   Parlan will aggregate the assets under management for family members.