TH

Theron R Holladay

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
59 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Parkway Advisors charges fees based on assets under management. The fees vary depending on the type of account (institutional fixed income, equity only, individual, 401(k), or mutual fund sub-adviser). Fees are calculated on an incremental basis and are subject to change with 30 days written notice. In certain cases, Parkway may negotiate different fees. The brochure lists fee ranges for institutional fixed income and equity management. For example, fixed income management fees range from 0.50% to 1.00% for assets up to $10 million. Individual management fees are 1.25% up to $1 million and 1.00% over $1 million. 401(k) plan management fees are 0.75% up to $1 million, 0.50% from $1 million to $3 million, and 0.25% over $3 million. Mutual fund sub-adviser fees are 0.50% for all asset levels. A minimum amount is not required to open an account.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

6550 Directors Parkway, Abilene, TX, 79606

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Parkway Advisors, L.P.
May 2001 - Present · 24 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.