Advisor at Wavelet Advisors
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Firm
Wavelet Advisors
Location
Upper Saddle River, NJ
Credentials
Series 63
Industry experience
2 years
Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.
$250,000 - $600,000: 1.30% $600,000 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
Account minimum: $250,000 Minimum fee: Minimum monthly fee may be negotiated at Advisor's discretion for some accounts Fee-only: Fee-based investment advisory services only; no commissions accepted
Upper Saddle River, NJ
New Jersey
Rothschild & Co Asset Management
2020 - 2023 (3 years)
Wavelet Advisors
2020 - Present (6 years)
Lazard Asset Management
2005 - 2020 (15 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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