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.















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.