Advisor at Parah Capital Management, LLC
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Firm
Parah Capital Management, LLC
Location
Fremont, CA 94539
Credentials
Series 63
Industry experience
34 years
Howard Chen is the CEO and owner of Parah Capital Management, LLC, an independent advisory firm based in Fremont, CA. He holds a Series 63 designation and has 34 years of industry experience. Prior to founding Parah Capital Management in 2013, he has been associated with Globalink Securities, Inc. since 2009. Parah Capital Management provides integrated financial planning and portfolio management services to individuals, businesses, retirement plans, trusts, and estates. The firm employs a "Core++" investment approach that combines a broadly diversified core with active selection, emphasizing equities, value orientation, long-term holding, and fundamental research.
Based on Parah Capital Management, LLC
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.10% $5,000,000+: Negotiable
Account minimum: $500,000 Minimum fee: $4,000 minimum annual fee for accounts under $500,000 Fee-only: Fee-only investment advisory firm paid on percentage of client assets managed; no commissions or sales compensation
46921 Warm Springs Blvd, 201 B
Fremont, CA 94539
California
Parah Capital Management, LLC
2013 - Present (13 years)
Globalink Securities, Inc.
2009 - Present (17 years)
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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