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Parsonex Advisory Services, Inc.

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Total assets under management

$174,840,469

Total clients

609

11% high-net worth

Total advisors

2

of 5 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

305

Average account size

$287,094

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Negotiated fixed fees for financial planning, vary widely depending on scope

Percentage

Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%

Project-based

Generally minimum $100 per hour

Other

Account minimum: $100,000 Fee-only: Hourly fees generally minimum $100 per hour; Fixed fees negotiated

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Parsonex Advisory Services, Inc.

8310 S. Valley Highway, Suite 110

Englewood CO 80112, United States

Number of offices

4

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 303-662-8700

Advisors at this firm

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Blake A

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
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Zachary S

Series 63, Series 66

Englewood, CO

Parsonex Advisory Services, Inc.
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Andrew A

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Matthew P

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Mark M

Series 63, Series 65

Yorba Linda, CA

Parsonex Advisory Services, Inc.
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Michael B

Series 63, Series 65

Alexandria, VA

Parsonex Advisory Services, Inc.
user avatar

John M

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Salma A

CFA®, Series 63

New York, NY

Parsonex Advisory Services, Inc.
user avatar

Robert S

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Jonathan M

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Brian N

Series 66

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Carol G

Series 63, Series 65

Englewood, CO

Parsonex Advisory Services, Inc.
user avatar

Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.
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