Advisor at Parvin Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parvin Asset Management, LLC
Location
Aiken, SC
Credentials
Series 63, Series 65
Industry experience
22 years
Richard Preston is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Swan Asset Management, LLC since 2015. Parvin Asset Management provides discretionary investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental company analysis combined with quantitative screening and third-party research, offering tailored portfolios and hedged strategies that utilize options to manage market risk.
Based on Parvin Asset Management, LLC
Based on Parvin Asset Management, LLC
$0 - $10 Million: 1.25% (Hedged Equity strategy) $10 Million - $50 Million: 1.00% (Hedged Equity strategy) $50 Million+: 0.75% (Hedged Equity strategy) $0 - $10 Million: 1.00% (Select Equity & Balanced strategies) $10 Million - $50 Million: 0.80% (Select Equity & Balanced strategies) $50 Million+: 0.60% (Select Equity & Balanced strategies) $0 - $10 Million: 0.50% (Fixed Income strategy) $10 Million - $50 Million: 0.40% (Fixed Income strategy) $50 Million+: 0.30% (Fixed Income strategy) $0 - $10 Million: 0.25% (Ultrashort Treasuries strategy) $10 Million - $50 Million: 0.20% (Ultrashort Treasuries strategy) $50 Million+: 0.15% (Ultrashort Treasuries strategy) $0 - $10 Million: 0.50% (Hedged Ultrashort Treasuries strategy) $10 Million - $50 Million: 0.40% (Hedged Ultrashort Treasuries strategy) $50 Million+: 0.30% (Hedged Ultrashort Treasuries strategy)
Account minimum: $500,000 Fee-only: Fees are negotiable; minimum account size can be waived at Parvin's discretion.
Aiken, SC
South Carolina
Swan Asset Management, LLC
2015 - Present (11 years)
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