Advisor at Parrillo Investors LLC
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Firm
Parrillo Investors LLC
Location
Williamsburg, VA
Credentials
Series 65
Industry experience
21 years
Andrew Parrillo is the principal of Parrillo Investors LLC in Williamsburg, VA, holding a Series 65 designation with 21 years of industry experience. He has worked at Victory Road Advisors LLC and Victory Road Investors LLC, and previously at Newport Capital Advisers, Inc. His career includes a period of retirement from 2020 to 2023. Parrillo Investors LLC provides non-discretionary investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured risk-assessment and probability-based framework to develop portfolio recommendations focused on diversified, lower-cost investments, operating on a consulting-only basis without managing or holding client assets.
Fixed one-time fee of $10,000 for initial investment consulting services; $1,000 for subsequent 30-day review engagements
Account minimum: $1,000,000 Minimum fee: Initial consultation fee of $10,000; Subsequent 'check-in' review fee of $1,000 per 30-day engagement Fee-only: Fixed one-time fee of $10,000 for initial consultation and planning; subsequent fixed fees for additional consultations starting at $1,000
Williamsburg, VA
Colorado · Virginia
Victory Road Advisors LLC
2023 - Present (3 years)
RETIRED
2020 - 2023 (3 years)
Victory Road Investors LLC
2000 - 2020 (20 years)
Newport Capital Advisers, Inc.
1995 - 2019 (24 years)
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