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Parrott Wealth Management, Llc
Austin, Texas
5.0
2 Reviews
Parrott Wealth Management, LLC is a highly regarded investment advisory firm based out of Austin, TX. With over 120 individual clients and an impressive $165,856,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Despite being a small firm, Parrott Wealth Management, LLC operates efficiently from their single office location.
While their assets under management consist mainly of high net worth individuals' portfolios, Parrott Wealth Management, LLC also possesses the expertise to handle employer funds, although these represent a smaller portion of their overal...see more
Assets Under Mgmt
$165.86M
Investment Professionals
2
Locations
0
% 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
Reviews for Parrott Wealth Management, Llc
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