Advisor at Northrock Partners, LLC
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Firm
Northrock Partners, LLC
Location
Roseville, CA 95661-4271
Credentials
CFP®, Series 66
Industry experience
11 years
Angela Parker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 12 years. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and personal office services. The firm emphasizes a holistic, asset-allocation driven approach with diversification, rebalancing, and the use of Independent Managers, supported by operational ties to accounting and tax professionals.
Based on Northrock Partners, LLC
Investment consulting to participant directed retirement plans may be charged flat fees from $500 to $10,000 depending on scope of service
$0 - / unspecified: 0.50% - 1.25% per annum (Program Fee varies by size, nature, and complexity) Assets custodied at Schwab and Fidelity managed directly by Firm - / unspecified: 0.75% - 1.50% per annum (includes 0.25% to cover brokerage and servicing costs)
Performance fees charged related to pooled investment funds, varying between 0.85% - 1.10% per annum, potentially resulting in total fees up to 1.5% - 2.35% per annum; may charge performance-based fees in future
Minimum fee: Minimum Program Fee of $5,000 per year, waivable at Firm's discretion Fee-only: Fixed negotiated rates or combination of fixed and asset-based fees (Program Fee)
3741 Douglas Blvd, Suite 290
Roseville, CA 95661-4271
California · New Hampshire
NorthRock Partners, LLC
2025 - Present (1 year)
Ameriprise
2020 - 2025 (5 years)
Ameriprise Financial Services, Inc.
2013 - 2020 (7 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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