Parker Wealth Management, LLC
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About
Parker Wealth Management advises individuals, high-net-worth individuals and businesses, providing financial planning, tax planning and discretionary portfolio management across a wide range of instruments, including mutual funds, equities, bonds, ETFs, options strategies, REITs, MLPs and other alternative investments. The firm operates as a fee-only adviser and does not participate in wrap fee programs or receive transaction commissions.
Investment decisions are guided by a longer-term focus that combines fundamental, technical and cyclical analysis, with the flexibility to employ short-term hedges or to hold cash and money-market positions during periods of volatility. Client accounts are reviewed continuously and at least quarterly by the sole advisor, supported by subscription-based economic, market and tax research.
What distinguishes this firm is its concentrated practice model: a small number of client relationships with relatively large portfolios and an integrated offering that explicitly includes tax planning as part of advisory services. It also stands out for employing option strategies and various alternative investments for individual client accounts, and for recommending Charles Schwab as custodian while not taking custody itself; the firm is led by a CFP®-credentialed sole practitioner who handles all advisory and operational duties.
Client services
Expertise
Fee options
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
Main office
360 Bloomfield Avenue, Suite 301
Windsor CT 06095
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Parker Wealth Management, LLC · Smith, Jeffrey Parker
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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