Advisor at Parsonex Advisory Services, Inc.
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.
Location
Alva, FL
Credentials
Series 63, Series 65
Industry experience
17 years
Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His work history includes time at Parsonex Securities Inc. since 2011 and A&P Business Services, Inc. since 2004. Outside of advising, he is involved in tax preparation and sells insurance products on a limited basis. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach relying on third-party advisers, offering discretionary managed accounts with ongoing monitoring and client risk assessments.
Based on Parsonex Advisory Services, Inc.
Based on Parsonex Advisory Services, Inc.
Negotiated fixed fees for financial planning services
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%
Minimum of $100 per hour
Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable
Alva, FL
California · Florida
Parsonex Securities Inc
2011 - Present (15 years)
A&P Business Services, Inc.
2004 - Present (22 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:
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.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration 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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