Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
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Learn about disclosures →Phillip has an insurance practice, Parker Wealth Management, focusing on fixed annuities, life insurance, and long-term care, dedicating minimal time to it. He also owns Capricious Adventurer, LLC, a currently inactive boat charter business, and spends minimal time on it.