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Parsec Financial
Asheville, North Carolina
4.2
5 Reviews
Parsec Financial, based out of Asheville, NC, is a well-established regional investment advisory firm that operates from 10 offices. With a team of 76 dedicated professionals, 30 of whom specialize in investment advisory services, Parsec Financial delivers personalized financial solutions to a diverse range of clients. The firm manages an average of approximately $124,860,000 in assets under management per investment advisor, in line with industry standards.
Parsec Financial's compensation structure offers flexibility, including a percentage of assets under management and fixed fees. While their portfolio includes a minority allo...see more
Assets Under Mgmt
$3.75B
Investment Professionals
30
Locations
9
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Accountant or accounting firm
Reviews for Parsec Financial
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