Advisor at Parker Wealth Management, LLC
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Firm
Parker Wealth Management, LLC
Location
Windsor, CT 06095
Credentials
CFP®, Series 65
Industry experience
14 years
Jeffrey Smith is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving as the sole advisor at Parker Wealth Management, LLC in Windsor, CT. He has led the firm since 2011. Parker Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and discretionary portfolio management. The firm’s investment approach combines fundamental and technical analysis with attention to cyclical trends, maintaining a generally long-term orientation while allowing for short-term hedging and cash positions when appropriate.
Based on Parker Wealth Management, LLC
Approximately $3,000 for a complete financial plan
$0 - $1,000,000: 1.00% (Investment Management Only) $1,000,001 - $2,000,000: 0.90% (Investment Management Only) $2,000,001 - $4,000,000: 0.75% (Investment Management Only) $4,000,001 - $6,000,000: 0.60% (Investment Management Only) $6,000,001+: 0.50% (Investment Management Only) $0 - $1,000,000: 1.20% (Investment Management and Financial Planning) $1,000,001 - $2,000,000: 1.10% (Investment Management and Financial Planning) $2,000,001 - $4,000,000: 0.95% (Investment Management and Financial Planning) $4,000,001 - $6,000,000: 0.80% (Investment Management and Financial Planning) $6,000,001+: 0.70% (Investment Management and Financial Planning) $0 - $1,000,000: 1.30% (Investment Management, Financial & Tax Planning) $1,000,001 - $2,000,000: 1.20% (Investment Management, Financial & Tax Planning) $2,000,001 - $4,000,000: 1.05% (Investment Management, Financial & Tax Planning) $4,000,001 - $6,000,000: 0.90% (Investment Management, Financial & Tax Planning) $6,000,001+: 0.80% (Investment Management, Financial & Tax Planning)
$250 per hour for financial plan periodic checkups and rebalancing
Account minimum: $500,000 Fee-only: Financial Planning: approximately $3,000 per plan; $250 per hour for periodic checkups and rebalancing
360 Bloomfield Avenue, Suite 301
Windsor, CT 06095
Connecticut
Parker Wealth Management, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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