Parsonex Advisory Services, Inc.
8310 S. VALLEY HIGHWAY, Englewood, Colorado 80112
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
are based on the total assets under management and typically are between .4-1% per year. There may be additional transaction, custody, money manager and/or platform fees. Fees on managed accounts are deducted from assets unless directed otherwise by you. Page 3 of 10 Parsonex Adviso
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 3 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.