Advisor at Parallel Advisors, LLC
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Firm
Parallel Advisors, LLC
Location
Honolulu, HI 96814
Credentials
Series 65
Industry experience
27 years
Mary Meyer is a financial advisor with Parallel Advisors, LLC in Honolulu, HI, holding a Series 65 designation and 27 years of industry experience. She has worked at Parallel Advisors since 2016 and has been with Kuriyama & Co. LLC since 1998. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-disciplinary investment process utilizing fundamental, technical, and cyclical analysis, and implements client objectives through model portfolios with ongoing discretionary rebalancing and monitoring.
Based on Parallel Advisors, LLC
Based on Parallel Advisors, LLC
Tax preparation services may be offered on a flat fee basis at Registrant’s sole discretion
$1 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.30%
Financial planning and consulting fees generally up to $1,000 per hour; tax preparation fees generally $310 per hour
Account minimum: $240,000 Minimum fee: $3,000 annual minimum fee for investment advisory services; $5,000 annual minimum fee for retirement plan services; $3,000 minimum fee for tax preparation services Fee-only: Investment advisory fees; financial planning and consulting fees; tax preparation fees; no commissions accepted
1440 Kapiolani Blvd., Suite 970
Honolulu, HI 96814
Hawaii
Parallel Advisors, LLC
2016 - Present (10 years)
Kuriyama & Co. Llc
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 65
Honolulu, HI
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